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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 | $26,269 | $47,479-44.7% | $62,929-58.3% | $82,448-68.1% |
| Participation rate | 52.9% | 66.9%-13.9pp | 73.1%-20.2pp | 68.1%-15.1pp |
| Annual return | 14.69% | 20.34%-5.6pp | 1063.93%-1049.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $903 | $1,885-52.1% | $2,505-63.9% | $2,551-64.6% |
| Participant deferral / active EE | $1,335 | $2,870-53.5% | $3,888-65.7% | $4,139-67.7% |
| Admin fee / account holder | $4,453 | $3,804+17.1% | $5,065-12.1% | $7,234-38.4% |