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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 | $15,070 | $34,316-56.1% | $74,719-79.8% | $72,983-79.4% |
| Participation rate | 42.2% | 42.4%-0.2pp | 54.5%-12.2pp | 69.5%-27.3pp |
| Annual return | 22.07% | 26.58%-4.5pp | 753.05%-731.0pp | 81.01%-58.9pp |
| Employer contribution / active EE | $565 | $692-18.3% | $1,084-47.9% | $2,440-76.8% |
| Participant deferral / active EE | $1,333 | $1,272+4.8% | $1,963-32.1% | $3,608-63.1% |
| Admin fee / account holder | $1,237 | $2,125-41.8% | $3,334-62.9% | $5,124-75.9% |