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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 | $27,143 | $55,470-51.1% | $155,556-82.6% | $74,478-63.6% |
| Participation rate | 35.1% | 61.9%-26.8pp | 78.2%-43.1pp | 67.2%-32.1pp |
| Annual return | 11.58% | 269.80%-258.2pp | 64.84%-53.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $570 | $2,267-74.9% | $4,675-87.8% | $2,626-78.3% |
| Participant deferral / active EE | $1,365 | $2,838-51.9% | $5,631-75.8% | $4,350-68.6% |
| Admin fee / account holder | $907 | $1,744-48.0% | $15,885-94.3% | $1,946-53.4% |