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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 | $27,791 | $65,555-57.6% | $86,216-67.8% | $75,173-63.0% |
| Participation rate | 24.0% | 60.5%-36.5pp | 69.0%-45.0pp | 67.2%-43.2pp |
| Annual return | 20.93% | 46.07%-25.1pp | 1169.42%-1148.5pp | 160.72%-139.8pp |
| Employer contribution / active EE | $476 | $1,553-69.3% | $2,382-80.0% | $2,671-82.2% |
| Participant deferral / active EE | $1,747 | $3,023-42.2% | $3,986-56.2% | $4,126-57.7% |
| Admin fee / account holder | $1,497 | $5,469-72.6% | $6,853-78.2% | $5,651-73.5% |