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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 | $20,932 | $45,123-53.6% | $85,240-75.4% | $74,478-71.9% |
| Participation rate | 27.6% | 49.4%-21.7pp | 67.5%-39.9pp | 67.2%-39.6pp |
| Annual return | 16.27% | 26.32%-10.0pp | 66.75%-50.5pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $1,123 | $1,459-23.0% | $2,735-59.0% | $2,626-57.3% |
| Participant deferral / active EE | $3,253 | $2,736+18.9% | $4,527-28.1% | $4,350-25.2% |
| Admin fee / account holder | $4,140 | $2,215+87.0% | $6,165-32.8% | $1,946+112.8% |