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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 | $17,862 | $55,437-67.8% | $155,534-88.5% | $74,459-76.0% |
| Participation rate | 40.0% | 61.9%-21.9pp | 78.2%-38.2pp | 67.2%-27.2pp |
| Annual return | 17.05% | 269.58%-252.5pp | 64.92%-47.9pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $458 | $2,266-79.8% | $4,675-90.2% | $2,626-82.5% |
| Participant deferral / active EE | $2,250 | $2,837-20.7% | $5,630-60.0% | $4,350-48.3% |
| Admin fee / account holder | $3,055 | $1,742+75.4% | $15,900-80.8% | $1,945+57.1% |