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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 | $25,782 | $47,479-45.7% | $62,929-59.0% | $82,448-68.7% |
| Participation rate | 25.9% | 66.9%-40.9pp | 73.1%-47.2pp | 68.1%-42.1pp |
| Annual return | 16.49% | 20.34%-3.9pp | 1063.93%-1047.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $757 | $1,885-59.8% | $2,505-69.8% | $2,551-70.3% |
| Participant deferral / active EE | $1,300 | $2,870-54.7% | $3,888-66.6% | $4,139-68.6% |
| Admin fee / account holder | $3,926 | $3,804+3.2% | $5,065-22.5% | $7,234-45.7% |