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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 | $28,706 | $49,896-42.5% | $80,627-64.4% | $75,173-61.8% |
| Participation rate | 21.7% | 55.3%-33.6pp | 67.0%-45.3pp | 67.2%-45.5pp |
| Annual return | 26.53% | 34.67%-8.1pp | 936.76%-910.2pp | 160.72%-134.2pp |
| Employer contribution / active EE | $1,267 | $1,699-25.4% | $2,723-53.5% | $2,671-52.6% |
| Participant deferral / active EE | $2,813 | $2,992-6.0% | $4,443-36.7% | $4,126-31.8% |
| Admin fee / account holder | $352 | $3,578-90.2% | $5,381-93.5% | $5,651-93.8% |