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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 | $13,770 | $55,470-75.2% | $155,556-91.1% | $74,478-81.5% |
| Participation rate | 49.3% | 61.9%-12.6pp | 78.2%-28.9pp | 67.2%-17.9pp |
| Annual return | 42.60% | 269.80%-227.2pp | 64.84%-22.2pp | 1370.56%-1328.0pp |
| Employer contribution / active EE | $506 | $2,267-77.7% | $4,675-89.2% | $2,626-80.8% |
| Participant deferral / active EE | $1,781 | $2,838-37.2% | $5,631-68.4% | $4,350-59.1% |
| Admin fee / account holder | $1,846 | $1,744+5.8% | $15,885-88.4% | $1,946-5.1% |