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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 | $24,814 | $55,470-55.3% | $155,556-84.0% | $74,478-66.7% |
| Participation rate | 59.8% | 61.9%-2.1pp | 78.2%-18.4pp | 67.2%-7.4pp |
| Annual return | 11.88% | 269.80%-257.9pp | 64.84%-53.0pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $444 | $2,267-80.4% | $4,675-90.5% | $2,626-83.1% |
| Participant deferral / active EE | $2,525 | $2,838-11.0% | $5,631-55.2% | $4,350-42.0% |
| Admin fee / account holder | $4,115 | $1,744+135.9% | $15,885-74.1% | $1,946+111.5% |