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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 | $16,928 | $29,319-42.3% | $52,425-67.7% | $82,448-79.5% |
| Participation rate | 40.5% | 46.9%-6.3pp | 55.6%-15.1pp | 68.1%-27.5pp |
| Annual return | 17.58% | 535.20%-517.6pp | 302.12%-284.5pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,701 | $586+190.1% | $914+86.1% | $2,551-33.3% |
| Participant deferral / active EE | $2,588 | $1,171+120.9% | $1,790+44.5% | $4,139-37.5% |
| Admin fee / account holder | $7,073 | $1,962+260.5% | $2,495+183.5% | $7,234-2.2% |