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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 | $23,077 | $55,446-58.4% | $155,574-85.2% | $74,429-69.0% |
| Participation rate | 45.8% | 61.9%-16.1pp | 78.2%-32.4pp | 67.2%-21.4pp |
| Annual return | 18.48% | 269.20%-250.7pp | 64.87%-46.4pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $1,016 | $2,266-55.2% | $4,676-78.3% | $2,625-61.3% |
| Participant deferral / active EE | $1,885 | $2,836-33.5% | $5,629-66.5% | $4,348-56.7% |
| Admin fee / account holder | $1,526 | $1,743-12.5% | $15,914-90.4% | $1,944-21.5% |