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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 | $23,722 | $118,869-80.0% | $96,575-75.4% | $167,518-85.8% |
| Participation rate | 47.8% | 75.5%-27.7pp | 69.8%-22.0pp | 82.1%-34.3pp |
| Annual return | 20.64% | 50.49%-29.9pp | 37.79%-17.1pp | 478.71%-458.1pp |
| Employer contribution / active EE | $1,255 | $3,120-59.8% | $2,357-46.7% | $4,838-74.1% |
| Participant deferral / active EE | $4,634 | $4,616+0.4% | $3,849+20.4% | $6,342-26.9% |
| Admin fee / account holder | $309 | $8,067-96.2% | $6,182-95.0% | $12,312-97.5% |