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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 | $56,431-55.4% | $130,788-80.8% | $87,485-71.2% |
| Participation rate | 51.9% | 58.9%-7.0pp | 70.1%-18.2pp | 68.9%-17.0pp |
| Annual return | 18.42% | 91.27%-72.9pp | 386.44%-368.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,324 | $1,549-14.5% | $3,558-62.8% | $2,596-49.0% |
| Participant deferral / active EE | $2,065 | $2,749-24.9% | $4,137-50.1% | $4,274-51.7% |
| Admin fee / account holder | $922 | $4,433-79.2% | $6,673-86.2% | $7,775-88.1% |