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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 | $26,423 | $49,896-47.0% | $80,627-67.2% | $75,173-64.9% |
| Participation rate | 22.2% | 55.3%-33.1pp | 67.0%-44.8pp | 67.2%-45.0pp |
| Annual return | 14.37% | 34.67%-20.3pp | 936.76%-922.4pp | 160.72%-146.3pp |
| Employer contribution / active EE | $670 | $1,699-60.6% | $2,723-75.4% | $2,671-74.9% |
| Participant deferral / active EE | $968 | $2,992-67.7% | $4,443-78.2% | $4,126-76.5% |
| Admin fee / account holder | $16,877 | $3,578+371.7% | $5,381+213.7% | $5,651+198.7% |