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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 | $25,563 | $55,423-53.9% | $155,602-83.6% | $74,400-65.6% |
| Participation rate | 38.2% | 61.9%-23.7pp | 78.2%-40.0pp | 67.2%-29.0pp |
| Annual return | 20.99% | 269.07%-248.1pp | 64.81%-43.8pp | 1367.51%-1346.5pp |
| Employer contribution / active EE | $549 | $2,266-75.8% | $4,675-88.3% | $2,624-79.1% |
| Participant deferral / active EE | $1,329 | $2,835-53.1% | $5,629-76.4% | $4,348-69.4% |
| Admin fee / account holder | $636 | $1,744-63.6% | $15,923-96.0% | $1,944-67.3% |