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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 | $55,472-63.9% | $155,567-87.1% | $74,546-73.2% |
| Participation rate | 39.2% | 61.9%-22.7pp | 78.2%-39.0pp | 67.2%-28.0pp |
| Annual return | 23.32% | 268.72%-245.4pp | 64.74%-41.4pp | 1366.03%-1342.7pp |
| Employer contribution / active EE | $507 | $2,269-77.7% | $4,674-89.2% | $2,624-80.7% |
| Participant deferral / active EE | $1,949 | $2,838-31.3% | $5,628-65.4% | $4,347-55.2% |
| Admin fee / account holder | $1,274 | $1,743-26.9% | $15,916-92.0% | $1,944-34.4% |