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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 | $27,064 | $55,437-51.2% | $155,534-82.6% | $74,459-63.7% |
| Participation rate | 45.8% | 61.9%-16.1pp | 78.2%-32.4pp | 67.2%-21.4pp |
| Annual return | 16.58% | 269.58%-253.0pp | 64.92%-48.3pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $703 | $2,266-69.0% | $4,675-85.0% | $2,626-73.2% |
| Participant deferral / active EE | $1,480 | $2,837-47.8% | $5,630-73.7% | $4,350-66.0% |
| Admin fee / account holder | $1,314 | $1,742-24.6% | $15,900-91.7% | $1,945-32.4% |