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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 | $60,393-65.6% | $81,820-74.6% | $74,429-72.1% |
| Participation rate | 18.9% | 62.9%-44.0pp | 72.4%-53.5pp | 67.2%-48.4pp |
| Annual return | 13.60% | 16.89%-3.3pp | 777.93%-764.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $502 | $2,626-80.9% | $2,915-82.8% | $2,625-80.9% |
| Participant deferral / active EE | $1,022 | $3,397-69.9% | $4,323-76.4% | $4,348-76.5% |
| Admin fee / account holder | $1,896 | $1,491+27.2% | $7,391-74.3% | $1,944-2.5% |