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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 | $20,768 | $60,504-65.7% | $81,882-74.6% | $74,478-72.1% |
| Participation rate | 18.9% | 62.9%-44.1pp | 72.4%-53.5pp | 67.2%-48.4pp |
| Annual return | 13.60% | 16.91%-3.3pp | 779.47%-765.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $502 | $2,627-80.9% | $2,916-82.8% | $2,626-80.9% |
| Participant deferral / active EE | $1,022 | $3,400-69.9% | $4,323-76.4% | $4,350-76.5% |
| Admin fee / account holder | $1,896 | $1,492+27.1% | $7,360-74.2% | $1,946-2.5% |