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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 | $17,791 | $55,470-67.9% | $155,556-88.6% | $74,478-76.1% |
| Participation rate | 31.9% | 61.9%-30.0pp | 78.2%-46.3pp | 67.2%-35.3pp |
| Annual return | 12.26% | 269.80%-257.5pp | 64.84%-52.6pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $404 | $2,267-82.2% | $4,675-91.4% | $2,626-84.6% |
| Participant deferral / active EE | $1,104 | $2,838-61.1% | $5,631-80.4% | $4,350-74.6% |
| Admin fee / account holder | $3,166 | $1,744+81.5% | $15,885-80.1% | $1,946+62.7% |