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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 | $17,821 | $60,504-70.5% | $81,882-78.2% | $74,478-76.1% |
| Participation rate | 32.7% | 62.9%-30.2pp | 72.4%-39.7pp | 67.2%-34.5pp |
| Annual return | 13.70% | 16.91%-3.2pp | 779.47%-765.8pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,174 | $2,627-55.3% | $2,916-59.8% | $2,626-55.3% |
| Participant deferral / active EE | $2,363 | $3,400-30.5% | $4,323-45.3% | $4,350-45.7% |
| Admin fee / account holder | $1,953 | $1,492+30.9% | $7,360-73.5% | $1,946+0.4% |