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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 | $21,972 | $45,900-52.1% | $94,057-76.6% | $64,340-65.8% |
| Participation rate | 44.3% | 50.6%-6.2pp | 73.3%-29.0pp | 55.2%-10.9pp |
| Annual return | 18.92% | 50.47%-31.5pp | 480.62%-461.7pp | 24.14%-5.2pp |
| Employer contribution / active EE | $1,725 | $1,612+7.0% | $2,933-41.2% | $1,862-7.3% |
| Participant deferral / active EE | $1,815 | $2,102-13.7% | $4,709-61.5% | $2,980-39.1% |
| Admin fee / account holder | $2,174 | $3,143-30.8% | $7,244-70.0% | $3,703-41.3% |