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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 | $25,997 | $65,555-60.3% | $86,216-69.8% | $75,173-65.4% |
| Participation rate | 46.8% | 60.5%-13.7pp | 69.0%-22.2pp | 67.2%-20.5pp |
| Annual return | 21.97% | 46.07%-24.1pp | 1169.42%-1147.4pp | 160.72%-138.7pp |
| Employer contribution / active EE | $1,286 | $1,553-17.2% | $2,382-46.0% | $2,671-51.9% |
| Participant deferral / active EE | $2,170 | $3,023-28.2% | $3,986-45.6% | $4,126-47.4% |
| Admin fee / account holder | $819 | $5,469-85.0% | $6,853-88.0% | $5,651-85.5% |