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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 | $20,943 | $75,832-72.4% | $147,617-85.8% | $59,633-64.9% |
| Participation rate | 56.8% | 71.6%-14.8pp | 84.6%-27.8pp | 68.7%-11.9pp |
| Annual return | 8.44% | 0.37%+8.1pp | 61.98%-53.5pp | 2041.45%-2033.0pp |
| Employer contribution / active EE | $688 | $3,485-80.2% | $5,564-87.6% | $2,203-68.8% |
| Participant deferral / active EE | $1,396 | $3,131-55.4% | $4,895-71.5% | $3,192-56.2% |
| Admin fee / account holder | $1,751 | $5,986-70.7% | $11,612-84.9% | $4,297-59.3% |