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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 | $26,533 | $47,479-44.1% | $62,929-57.8% | $82,448-67.8% |
| Participation rate | 50.0% | 66.9%-16.9pp | 73.1%-23.1pp | 68.1%-18.1pp |
| Annual return | 19.65% | 20.34%-0.7pp | 1063.93%-1044.3pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,133 | $1,885-39.9% | $2,505-54.8% | $2,551-55.6% |
| Participant deferral / active EE | $2,336 | $2,870-18.6% | $3,888-39.9% | $4,139-43.6% |
| Admin fee / account holder | $1,030 | $3,804-72.9% | $5,065-79.7% | $7,234-85.8% |