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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 | $25,343 | $102,429-75.3% | $147,096-82.8% | $80,925-68.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 24.71% | 135.02%-110.3pp | 419.75%-395.0pp | 35.65%-10.9pp |
| Employer contribution / active EE | $1,864 | $3,716-49.8% | $4,936-62.2% | $2,756-32.4% |
| Participant deferral / active EE | $3,534 | $6,649-46.8% | $8,071-56.2% | $4,299-17.8% |
| Admin fee / account holder | $1,330 | $7,957-83.3% | $13,005-89.8% | $6,940-80.8% |