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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 | $26,100 | $58,311-55.2% | $81,882-68.1% | $80,959-67.8% |
| Participation rate | 22.6% | 63.5%-40.8pp | 72.4%-49.7pp | 67.7%-45.0pp |
| Annual return | 13.46% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $431 | $2,347-81.7% | $2,916-85.2% | $2,757-84.4% |
| Participant deferral / active EE | $1,217 | $3,287-63.0% | $4,323-71.8% | $4,300-71.7% |
| Admin fee / account holder | $3,068 | $4,752-35.4% | $7,360-58.3% | $6,925-55.7% |