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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 | $26,023 | $85,766-69.7% | $136,298-80.9% | $70,126-62.9% |
| Participation rate | 53.4% | 74.2%-20.7pp | 81.9%-28.5pp | 69.5%-16.1pp |
| Annual return | 23.39% | 31.46%-8.1pp | 5156.27%-5132.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $794 | $2,966-73.2% | $4,696-83.1% | $2,343-66.1% |
| Participant deferral / active EE | $3,173 | $5,051-37.2% | $6,247-49.2% | $3,332-4.8% |
| Admin fee / account holder | $590 | $5,421-89.1% | $9,244-93.6% | $4,645-87.3% |