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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 | $16,112 | $55,423-70.9% | $155,602-89.6% | $74,400-78.3% |
| Participation rate | 48.4% | 61.9%-13.5pp | 78.2%-29.8pp | 67.2%-18.8pp |
| Annual return | 12.51% | 269.07%-256.6pp | 64.81%-52.3pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $803 | $2,266-64.6% | $4,675-82.8% | $2,624-69.4% |
| Participant deferral / active EE | $1,565 | $2,835-44.8% | $5,629-72.2% | $4,348-64.0% |
| Admin fee / account holder | $2,666 | $1,744+52.8% | $15,923-83.3% | $1,944+37.2% |