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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 | $21,449 | $49,891-57.0% | $80,607-73.4% | $75,181-71.5% |
| Participation rate | 25.9% | 55.3%-29.4pp | 67.0%-41.1pp | 67.2%-41.3pp |
| Annual return | 22.59% | 34.67%-12.1pp | 936.11%-913.5pp | 160.69%-138.1pp |
| Employer contribution / active EE | $680 | $1,698-59.9% | $2,724-75.0% | $2,671-74.5% |
| Participant deferral / active EE | $1,482 | $2,991-50.5% | $4,448-66.7% | $4,126-64.1% |
| Admin fee / account holder | $9,089 | $3,578+154.1% | $5,379+69.0% | $5,650+60.9% |