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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 | $23,327 | $55,437-57.9% | $155,534-85.0% | $74,459-68.7% |
| Participation rate | 41.8% | 61.9%-20.1pp | 78.2%-36.4pp | 67.2%-25.4pp |
| Annual return | 13.68% | 269.58%-255.9pp | 64.92%-51.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $1,479 | $2,266-34.7% | $4,675-68.4% | $2,626-43.7% |
| Participant deferral / active EE | $2,293 | $2,837-19.2% | $5,630-59.3% | $4,350-47.3% |
| Admin fee / account holder | $1,233 | $1,742-29.2% | $15,900-92.2% | $1,945-36.6% |