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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 | $23,746 | $110,551-78.5% | $80,741-70.6% | $167,536-85.8% |
| Participation rate | 52.2% | 64.0%-11.8pp | 54.2%-2.0pp | 82.1%-29.9pp |
| Annual return | 25.73% | 120.57%-94.8pp | 87.30%-61.6pp | 478.82%-453.1pp |
| Employer contribution / active EE | $1,166 | $1,543-24.4% | $1,160+0.5% | $4,839-75.9% |
| Participant deferral / active EE | $3,028 | $2,870+5.5% | $2,145+41.1% | $6,342-52.3% |
| Admin fee / account holder | $2,907 | $4,547-36.1% | $3,380-14.0% | $12,315-76.4% |