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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 | $21,047 | $65,566-67.9% | $86,235-75.6% | $75,177-72.0% |
| Participation rate | 46.3% | 60.5%-14.2pp | 69.0%-22.6pp | 67.2%-20.9pp |
| Annual return | 18.39% | 46.07%-27.7pp | 1170.03%-1151.6pp | 160.75%-142.4pp |
| Employer contribution / active EE | $640 | $1,553-58.8% | $2,381-73.1% | $2,671-76.0% |
| Participant deferral / active EE | $2,409 | $3,023-20.3% | $3,987-39.6% | $4,126-41.6% |
| Admin fee / account holder | $720 | $5,470-86.8% | $6,856-89.5% | $5,651-87.3% |