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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 | $29,585 | $58,275-49.2% | $81,844-63.9% | $80,935-63.4% |
| Participation rate | 26.9% | 63.5%-36.5pp | 72.4%-45.5pp | 67.7%-40.7pp |
| Annual return | 16.18% | 41.82%-25.6pp | 778.87%-762.7pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,185 | $2,346-49.5% | $2,916-59.4% | $2,757-57.0% |
| Participant deferral / active EE | $2,757 | $3,285-16.1% | $4,323-36.2% | $4,299-35.9% |
| Admin fee / account holder | $7,569 | $4,749+59.4% | $7,355+2.9% | $6,924+9.3% |