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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 | $25,153 | $52,353-52.0% | $120,225-79.1% | $82,448-69.5% |
| Participation rate | 51.9% | 58.3%-6.4pp | 69.6%-17.7pp | 68.1%-16.2pp |
| Annual return | 18.42% | 61.85%-43.4pp | 439.23%-420.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,324 | $1,510-12.3% | $3,475-61.9% | $2,551-48.1% |
| Participant deferral / active EE | $2,065 | $2,627-21.4% | $3,999-48.3% | $4,139-50.1% |
| Admin fee / account holder | $922 | $4,363-78.9% | $5,696-83.8% | $7,234-87.3% |