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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 | $24,375 | $55,423-56.0% | $155,602-84.3% | $74,400-67.2% |
| Participation rate | 46.5% | 61.9%-15.4pp | 78.2%-31.7pp | 67.2%-20.7pp |
| Annual return | 14.68% | 269.07%-254.4pp | 64.81%-50.1pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $568 | $2,266-74.9% | $4,675-87.9% | $2,624-78.4% |
| Participant deferral / active EE | $1,140 | $2,835-59.8% | $5,629-79.7% | $4,348-73.8% |
| Admin fee / account holder | $2,059 | $1,744+18.0% | $15,923-87.1% | $1,944+5.9% |