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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 | $29,038 | $55,470-47.7% | $155,556-81.3% | $74,478-61.0% |
| Participation rate | 50.3% | 61.9%-11.6pp | 78.2%-28.0pp | 67.2%-17.0pp |
| Annual return | 12.03% | 269.80%-257.8pp | 64.84%-52.8pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $624 | $2,267-72.5% | $4,675-86.7% | $2,626-76.3% |
| Participant deferral / active EE | $1,632 | $2,838-42.5% | $5,631-71.0% | $4,350-62.5% |
| Admin fee / account holder | $2,691 | $1,744+54.3% | $15,885-83.1% | $1,946+38.3% |