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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 | $20,015 | $55,437-63.9% | $155,534-87.1% | $74,459-73.1% |
| Participation rate | 39.2% | 61.9%-22.7pp | 78.2%-39.0pp | 67.2%-28.0pp |
| Annual return | 23.32% | 269.58%-246.3pp | 64.92%-41.6pp | 1369.70%-1346.4pp |
| Employer contribution / active EE | $507 | $2,266-77.6% | $4,675-89.2% | $2,626-80.7% |
| Participant deferral / active EE | $1,949 | $2,837-31.3% | $5,630-65.4% | $4,350-55.2% |
| Admin fee / account holder | $1,274 | $1,742-26.9% | $15,900-92.0% | $1,945-34.5% |