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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 | $19,396 | $49,199-60.6% | $121,204-84.0% | $75,173-74.2% |
| Participation rate | 54.5% | 55.4%-0.9pp | 69.5%-15.0pp | 67.2%-12.7pp |
| Annual return | 17.03% | 56.04%-39.0pp | 987.18%-970.1pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,108 | $1,547-28.4% | $4,170-73.4% | $2,671-58.5% |
| Participant deferral / active EE | $1,394 | $2,630-47.0% | $4,083-65.9% | $4,126-66.2% |
| Admin fee / account holder | $876 | $3,946-77.8% | $5,651-84.5% | $5,651-84.5% |