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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 | $17,726 | $55,470-68.0% | $155,556-88.6% | $74,478-76.2% |
| Participation rate | 30.2% | 61.9%-31.7pp | 78.2%-48.0pp | 67.2%-37.0pp |
| Annual return | 11.40% | 269.80%-258.4pp | 64.84%-53.4pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $386 | $2,267-83.0% | $4,675-91.8% | $2,626-85.3% |
| Participant deferral / active EE | $1,148 | $2,838-59.6% | $5,631-79.6% | $4,350-73.6% |
| Admin fee / account holder | $711 | $1,744-59.2% | $15,885-95.5% | $1,946-63.5% |