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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 | $21,894 | $55,472-60.5% | $155,567-85.9% | $74,546-70.6% |
| Participation rate | 40.0% | 61.9%-21.9pp | 78.2%-38.2pp | 67.2%-27.2pp |
| Annual return | 16.05% | 268.72%-252.7pp | 64.74%-48.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $923 | $2,269-59.3% | $4,674-80.2% | $2,624-64.8% |
| Participant deferral / active EE | $1,405 | $2,838-50.5% | $5,628-75.0% | $4,347-67.7% |
| Admin fee / account holder | $316 | $1,743-81.9% | $15,916-98.0% | $1,944-83.8% |