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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 | $17,283 | $55,470-68.8% | $155,556-88.9% | $74,478-76.8% |
| Participation rate | 25.4% | 61.9%-36.5pp | 78.2%-52.8pp | 67.2%-41.8pp |
| Annual return | 15.32% | 269.80%-254.5pp | 64.84%-49.5pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $492 | $2,267-78.3% | $4,675-89.5% | $2,626-81.3% |
| Participant deferral / active EE | $835 | $2,838-70.6% | $5,631-85.2% | $4,350-80.8% |
| Admin fee / account holder | $1,850 | $1,744+6.1% | $15,885-88.4% | $1,946-4.9% |