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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 | $26,905 | $154,754-82.6% | $124,206-78.3% | $138,895-80.6% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.6%-7.1pp | 79.9%-17.4pp |
| Annual return | 17.37% | 709.28%-691.9pp | 515.27%-497.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,800 | $4,446-59.5% | $3,540-49.2% | $4,194-57.1% |
| Participant deferral / active EE | $2,432 | $4,621-47.4% | $3,968-38.7% | $6,396-62.0% |
| Admin fee / account holder | $1,206 | $6,690-82.0% | $5,929-79.7% | $12,562-90.4% |