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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 | $25,359 | $55,470-54.3% | $155,556-83.7% | $74,478-66.0% |
| Participation rate | 42.6% | 61.9%-19.3pp | 78.2%-35.6pp | 67.2%-24.6pp |
| Annual return | 15.64% | 269.80%-254.2pp | 64.84%-49.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $631 | $2,267-72.1% | $4,675-86.5% | $2,626-76.0% |
| Participant deferral / active EE | $2,903 | $2,838+2.3% | $5,631-48.5% | $4,350-33.3% |
| Admin fee / account holder | $886 | $1,744-49.2% | $15,885-94.4% | $1,946-54.5% |