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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 | $18,611 | $45,123-58.8% | $85,240-78.2% | $74,478-75.0% |
| Participation rate | 33.8% | 49.4%-15.5pp | 67.5%-33.7pp | 67.2%-33.4pp |
| Annual return | 18.67% | 26.32%-7.6pp | 66.75%-48.1pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $829 | $1,459-43.2% | $2,735-69.7% | $2,626-68.4% |
| Participant deferral / active EE | $1,420 | $2,736-48.1% | $4,527-68.6% | $4,350-67.3% |
| Admin fee / account holder | $3,321 | $2,215+49.9% | $6,165-46.1% | $1,946+70.7% |