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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 | $16,199 | $44,984-64.0% | $85,009-80.9% | $74,546-78.3% |
| Participation rate | 60.8% | 49.4%+11.5pp | 67.5%-6.7pp | 67.2%-6.4pp |
| Annual return | 20.53% | 26.25%-5.7pp | 66.47%-45.9pp | 1366.03%-1345.5pp |
| Employer contribution / active EE | $755 | $1,458-48.2% | $2,728-72.3% | $2,624-71.2% |
| Participant deferral / active EE | $1,729 | $2,733-36.7% | $4,522-61.8% | $4,347-60.2% |
| Admin fee / account holder | $2,087 | $2,208-5.5% | $6,153-66.1% | $1,944+7.4% |