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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 | $14,146 | $55,446-74.5% | $155,574-90.9% | $74,429-81.0% |
| Participation rate | 43.6% | 61.9%-18.3pp | 78.2%-34.6pp | 67.2%-23.6pp |
| Annual return | 12.71% | 269.20%-256.5pp | 64.87%-52.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $564 | $2,266-75.1% | $4,676-87.9% | $2,625-78.5% |
| Participant deferral / active EE | $1,718 | $2,836-39.4% | $5,629-69.5% | $4,348-60.5% |
| Admin fee / account holder | $1,037 | $1,743-40.5% | $15,914-93.5% | $1,944-46.6% |