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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 | $32,455 | $55,472-41.5% | $155,567-79.1% | $74,546-56.5% |
| Participation rate | 30.9% | 61.9%-31.0pp | 78.2%-47.3pp | 67.2%-36.3pp |
| Annual return | 20.41% | 268.72%-248.3pp | 64.74%-44.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $794 | $2,269-65.0% | $4,674-83.0% | $2,624-69.7% |
| Participant deferral / active EE | $1,508 | $2,838-46.9% | $5,628-73.2% | $4,347-65.3% |
| Admin fee / account holder | $554 | $1,743-68.2% | $15,916-96.5% | $1,944-71.5% |