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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 | $18,495 | $55,446-66.6% | $155,574-88.1% | $74,429-75.2% |
| Participation rate | 44.7% | 61.9%-17.2pp | 78.2%-33.5pp | 67.2%-22.5pp |
| Annual return | 12.20% | 269.20%-257.0pp | 64.87%-52.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $900 | $2,266-60.3% | $4,676-80.7% | $2,625-65.7% |
| Participant deferral / active EE | $1,519 | $2,836-46.4% | $5,629-73.0% | $4,348-65.1% |
| Admin fee / account holder | $3,111 | $1,743+78.5% | $15,914-80.5% | $1,944+60.0% |