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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 | $14,261 | $55,470-74.3% | $155,556-90.8% | $74,478-80.9% |
| Participation rate | 51.4% | 61.9%-10.5pp | 78.2%-26.8pp | 67.2%-15.8pp |
| Annual return | 19.59% | 269.80%-250.2pp | 64.84%-45.2pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $721 | $2,267-68.2% | $4,675-84.6% | $2,626-72.5% |
| Participant deferral / active EE | $1,971 | $2,838-30.5% | $5,631-65.0% | $4,350-54.7% |
| Admin fee / account holder | $1,076 | $1,744-38.3% | $15,885-93.2% | $1,946-44.7% |