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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 | $21,250 | $55,437-61.7% | $155,534-86.3% | $74,459-71.5% |
| Participation rate | 28.5% | 61.9%-33.4pp | 78.2%-49.7pp | 67.2%-38.7pp |
| Annual return | 11.71% | 269.58%-257.9pp | 64.92%-53.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $725 | $2,266-68.0% | $4,675-84.5% | $2,626-72.4% |
| Participant deferral / active EE | $2,533 | $2,837-10.7% | $5,630-55.0% | $4,350-41.8% |
| Admin fee / account holder | $3,971 | $1,742+127.9% | $15,900-75.0% | $1,945+104.2% |