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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 | $55,446-51.0% | $155,574-82.6% | $74,429-63.5% |
| Participation rate | 35.1% | 61.9%-26.8pp | 78.2%-43.1pp | 67.2%-32.1pp |
| Annual return | 11.58% | 269.20%-257.6pp | 64.87%-53.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $570 | $2,266-74.9% | $4,676-87.8% | $2,625-78.3% |
| Participant deferral / active EE | $1,365 | $2,836-51.9% | $5,629-75.8% | $4,348-68.6% |
| Admin fee / account holder | $907 | $1,743-48.0% | $15,914-94.3% | $1,944-53.4% |