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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 | $19,580 | $55,470-64.7% | $155,556-87.4% | $74,478-73.7% |
| Participation rate | 38.4% | 61.9%-23.5pp | 78.2%-39.8pp | 67.2%-28.8pp |
| Annual return | 14.35% | 269.80%-255.4pp | 64.84%-50.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $686 | $2,267-69.7% | $4,675-85.3% | $2,626-73.9% |
| Participant deferral / active EE | $1,014 | $2,838-64.3% | $5,631-82.0% | $4,350-76.7% |
| Admin fee / account holder | $1,762 | $1,744+1.0% | $15,885-88.9% | $1,946-9.5% |