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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 | $55,470-74.5% | $155,556-90.9% | $74,478-81.0% |
| Participation rate | 43.6% | 61.9%-18.3pp | 78.2%-34.6pp | 67.2%-23.6pp |
| Annual return | 12.71% | 269.80%-257.1pp | 64.84%-52.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $564 | $2,267-75.1% | $4,675-87.9% | $2,626-78.5% |
| Participant deferral / active EE | $1,718 | $2,838-39.5% | $5,631-69.5% | $4,350-60.5% |
| Admin fee / account holder | $1,037 | $1,744-40.5% | $15,885-93.5% | $1,946-46.7% |