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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 | $21,892 | $41,150-46.8% | $80,627-72.8% | $71,511-69.4% |
| Participation rate | 24.0% | 50.3%-26.3pp | 67.0%-43.0pp | 67.9%-43.9pp |
| Annual return | 57.03% | 38.48%+18.6pp | 936.76%-879.7pp | 28.86%+28.2pp |
| Employer contribution / active EE | $489 | $1,515-67.7% | $2,723-82.0% | $2,589-81.1% |
| Participant deferral / active EE | $977 | $2,701-63.8% | $4,443-78.0% | $4,291-77.2% |
| Admin fee / account holder | $493 | $1,841-73.2% | $5,381-90.8% | $1,588-69.0% |