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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 | $26,527 | $61,125-56.6% | $94,057-71.8% | $87,485-69.7% |
| Participation rate | 41.0% | 64.1%-23.0pp | 73.3%-32.3pp | 68.9%-27.9pp |
| Annual return | 18.74% | 35.20%-16.5pp | 480.62%-461.9pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,181 | $2,136-44.7% | $2,933-59.7% | $2,596-54.5% |
| Participant deferral / active EE | $2,378 | $3,260-27.1% | $4,709-49.5% | $4,274-44.4% |
| Admin fee / account holder | $448 | $5,629-92.0% | $7,244-93.8% | $7,775-94.2% |