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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 | $24,424 | $45,900-46.8% | $94,057-74.0% | $64,340-62.0% |
| Participation rate | 27.8% | 50.6%-22.8pp | 73.3%-45.6pp | 55.2%-27.5pp |
| Annual return | 16.91% | 50.47%-33.6pp | 480.62%-463.7pp | 24.14%-7.2pp |
| Employer contribution / active EE | $1,039 | $1,612-35.5% | $2,933-64.6% | $1,862-44.2% |
| Participant deferral / active EE | $2,039 | $2,102-3.0% | $4,709-56.7% | $2,980-31.6% |
| Admin fee / account holder | $4,534 | $3,143+44.3% | $7,244-37.4% | $3,703+22.5% |