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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 | $34,514 | $55,470-37.8% | $155,556-77.8% | $74,478-53.7% |
| Participation rate | 19.8% | 61.9%-42.1pp | 78.2%-58.5pp | 67.2%-47.5pp |
| Annual return | 17.16% | 269.80%-252.6pp | 64.84%-47.7pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $576 | $2,267-74.6% | $4,675-87.7% | $2,626-78.1% |
| Participant deferral / active EE | $1,083 | $2,838-61.8% | $5,631-80.8% | $4,350-75.1% |
| Admin fee / account holder | $808 | $1,744-53.7% | $15,885-94.9% | $1,946-58.5% |