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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 | $27,140 | $77,145-64.8% | $108,410-75.0% | $85,856-68.4% |
| Participation rate | 43.5% | 74.7%-31.2pp | 80.1%-36.7pp | 69.3%-25.8pp |
| Annual return | 16.98% | 44.54%-27.6pp | 905.34%-888.4pp | 318.58%-301.6pp |
| Employer contribution / active EE | $1,458 | $2,379-38.7% | $3,558-59.0% | $2,565-43.2% |
| Participant deferral / active EE | $2,714 | $5,566-51.2% | $6,562-58.6% | $3,952-31.3% |
| Admin fee / account holder | $2,434 | $5,172-52.9% | $7,296-66.6% | $6,261-61.1% |