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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 | $29,225 | $58,275-49.9% | $81,844-64.3% | $80,935-63.9% |
| Participation rate | 59.3% | 63.5%-4.2pp | 72.4%-13.1pp | 67.7%-8.4pp |
| Annual return | 26.93% | 41.82%-14.9pp | 778.87%-751.9pp | 35.66%-8.7pp |
| Employer contribution / active EE | $1,356 | $2,346-42.2% | $2,916-53.5% | $2,757-50.8% |
| Participant deferral / active EE | $2,292 | $3,285-30.2% | $4,323-47.0% | $4,299-46.7% |
| Admin fee / account holder | $1,311 | $4,749-72.4% | $7,355-82.2% | $6,924-81.1% |