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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 | $22,040 | $27,632-20.2% | $61,452-64.1% | $68,486-67.8% |
| Participation rate | 24.5% | 39.5%-15.0pp | 52.6%-28.1pp | 67.9%-43.4pp |
| Annual return | 307.31% | -13.24%+320.5pp | 338.96%-31.7pp | -7.85%+315.2pp |
| Employer contribution / active EE | $1,418 | $696+103.8% | $1,160+22.3% | $2,597-45.4% |
| Participant deferral / active EE | $2,541 | $1,264+101.1% | $2,125+19.6% | $4,028-36.9% |
| Admin fee / account holder | $868 | $2,010-56.8% | $2,131-59.3% | $5,404-83.9% |