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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 | $14,838 | $60,454-75.5% | $81,844-81.9% | $74,459-80.1% |
| Participation rate | 14.0% | 63.0%-49.0pp | 72.4%-58.4pp | 67.2%-53.2pp |
| Annual return | 26.48% | 16.87%+9.6pp | 778.87%-752.4pp | 1369.70%-1343.2pp |
| Employer contribution / active EE | $387 | $2,630-85.3% | $2,916-86.7% | $2,626-85.3% |
| Participant deferral / active EE | $817 | $3,398-75.9% | $4,323-81.1% | $4,350-81.2% |
| Admin fee / account holder | $3,195 | $1,490+114.3% | $7,355-56.6% | $1,945+64.3% |