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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 | $21,963 | $55,472-60.4% | $155,567-85.9% | $74,546-70.5% |
| Participation rate | 69.3% | 61.9%+7.4pp | 78.2%-8.9pp | 67.2%+2.1pp |
| Annual return | 15.03% | 268.72%-253.7pp | 64.74%-49.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $949 | $2,269-58.2% | $4,674-79.7% | $2,624-63.8% |
| Participant deferral / active EE | $1,436 | $2,838-49.4% | $5,628-74.5% | $4,347-67.0% |
| Admin fee / account holder | $1,364 | $1,743-21.8% | $15,916-91.4% | $1,944-29.8% |