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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 | $22,569 | $55,437-59.3% | $155,534-85.5% | $74,459-69.7% |
| Participation rate | 44.7% | 61.9%-17.2pp | 78.2%-33.5pp | 67.2%-22.5pp |
| Annual return | 22.13% | 269.58%-247.4pp | 64.92%-42.8pp | 1369.70%-1347.6pp |
| Employer contribution / active EE | $1,143 | $2,266-49.6% | $4,675-75.6% | $2,626-56.5% |
| Participant deferral / active EE | $1,720 | $2,837-39.4% | $5,630-69.5% | $4,350-60.5% |
| Admin fee / account holder | $535 | $1,742-69.3% | $15,900-96.6% | $1,945-72.5% |