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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 | $13,593 | $65,434-79.2% | $98,483-86.2% | $85,847-84.2% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.3%-29.3pp |
| Annual return | 17.01% | 21.75%-4.7pp | 1494.38%-1477.4pp | 318.61%-301.6pp |
| Employer contribution / active EE | $810 | $2,169-62.6% | $2,961-72.6% | $2,565-68.4% |
| Participant deferral / active EE | $1,144 | $3,168-63.9% | $4,276-73.2% | $3,952-71.1% |
| Admin fee / account holder | $1,371 | $4,595-70.2% | $5,953-77.0% | $6,261-78.1% |