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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 | $26,026 | $55,437-53.1% | $155,534-83.3% | $74,459-65.0% |
| Participation rate | 31.7% | 61.9%-30.2pp | 78.2%-46.5pp | 67.2%-35.5pp |
| Annual return | 16.18% | 269.58%-253.4pp | 64.92%-48.7pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $722 | $2,266-68.1% | $4,675-84.6% | $2,626-72.5% |
| Participant deferral / active EE | $1,039 | $2,837-63.4% | $5,630-81.5% | $4,350-76.1% |
| Admin fee / account holder | $3,480 | $1,742+99.7% | $15,900-78.1% | $1,945+79.0% |