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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 | $22,486 | $63,346-64.5% | $92,240-75.6% | $70,126-67.9% |
| Participation rate | 53.5% | 68.7%-15.2pp | 76.5%-23.0pp | 69.5%-16.1pp |
| Annual return | 22.49% | 530.19%-507.7pp | 176.29%-153.8pp | 73.15%-50.7pp |
| Employer contribution / active EE | $1,511 | $2,471-38.9% | $3,680-58.9% | $2,343-35.5% |
| Participant deferral / active EE | $2,144 | $2,854-24.9% | $3,897-45.0% | $3,332-35.7% |
| Admin fee / account holder | $925 | $3,841-75.9% | $5,194-82.2% | $4,645-80.1% |