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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 | $28,423 | $55,437-48.7% | $155,534-81.7% | $74,459-61.8% |
| Participation rate | 36.0% | 61.9%-25.9pp | 78.2%-42.2pp | 67.2%-31.2pp |
| Annual return | 25.60% | 269.58%-244.0pp | 64.92%-39.3pp | 1369.70%-1344.1pp |
| Employer contribution / active EE | $567 | $2,266-75.0% | $4,675-87.9% | $2,626-78.4% |
| Participant deferral / active EE | $2,067 | $2,837-27.1% | $5,630-63.3% | $4,350-52.5% |
| Admin fee / account holder | $1,243 | $1,742-28.7% | $15,900-92.2% | $1,945-36.1% |