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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 | $28,417 | $85,766-66.9% | $136,297-79.2% | $70,124-59.5% |
| Participation rate | 52.2% | 74.2%-21.9pp | 81.9%-29.7pp | 69.5%-17.3pp |
| Annual return | 16.69% | 31.45%-14.8pp | 5156.19%-5139.5pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,431 | $2,966-51.8% | $4,696-69.5% | $2,342-38.9% |
| Participant deferral / active EE | $2,658 | $5,051-47.4% | $6,247-57.5% | $3,332-20.2% |
| Admin fee / account holder | $950 | $5,420-82.5% | $9,244-89.7% | $4,645-79.6% |