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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 | $25,277 | $55,470-54.4% | $155,556-83.8% | $74,478-66.1% |
| Participation rate | 29.2% | 61.9%-32.7pp | 78.2%-49.0pp | 67.2%-38.0pp |
| Annual return | 18.29% | 269.80%-251.5pp | 64.84%-46.5pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $520 | $2,267-77.0% | $4,675-88.9% | $2,626-80.2% |
| Participant deferral / active EE | $1,567 | $2,838-44.8% | $5,631-72.2% | $4,350-64.0% |
| Admin fee / account holder | $4,657 | $1,744+167.0% | $15,885-70.7% | $1,946+139.3% |