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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,199 | $49,897-41.5% | $80,648-63.8% | $75,177-61.2% |
| Participation rate | 57.7% | 55.3%+2.4pp | 67.0%-9.3pp | 67.2%-9.5pp |
| Annual return | 20.91% | 34.68%-13.8pp | 937.21%-916.3pp | 160.75%-139.8pp |
| Employer contribution / active EE | $1,382 | $1,699-18.7% | $2,724-49.3% | $2,671-48.3% |
| Participant deferral / active EE | $3,162 | $2,992+5.7% | $4,443-28.8% | $4,126-23.4% |
| Admin fee / account holder | $1,624 | $3,579-54.6% | $5,382-69.8% | $5,651-71.3% |