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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 | $25,053 | $60,504-58.6% | $81,882-69.4% | $74,478-66.4% |
| Participation rate | 33.7% | 62.9%-29.3pp | 72.4%-38.7pp | 67.2%-33.6pp |
| Annual return | 13.21% | 16.91%-3.7pp | 779.47%-766.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $374 | $2,627-85.8% | $2,916-87.2% | $2,626-85.7% |
| Participant deferral / active EE | $1,654 | $3,400-51.3% | $4,323-61.7% | $4,350-62.0% |
| Admin fee / account holder | $2,068 | $1,492+38.6% | $7,360-71.9% | $1,946+6.3% |