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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 | $55,446-60.5% | $155,574-85.9% | $74,429-70.6% |
| Participation rate | 40.0% | 61.9%-21.9pp | 78.2%-38.2pp | 67.2%-27.2pp |
| Annual return | 16.05% | 269.20%-253.1pp | 64.87%-48.8pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $923 | $2,266-59.2% | $4,676-80.2% | $2,625-64.8% |
| Participant deferral / active EE | $1,405 | $2,836-50.5% | $5,629-75.0% | $4,348-67.7% |
| Admin fee / account holder | $316 | $1,743-81.9% | $15,914-98.0% | $1,944-83.8% |