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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 | $14,524 | $55,470-73.8% | $155,556-90.7% | $74,478-80.5% |
| Participation rate | 21.4% | 61.9%-40.5pp | 78.2%-56.8pp | 67.2%-45.8pp |
| Annual return | 14.05% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $454 | $2,267-80.0% | $4,675-90.3% | $2,626-82.7% |
| Participant deferral / active EE | $1,229 | $2,838-56.7% | $5,631-78.2% | $4,350-71.7% |
| Admin fee / account holder | $2,018 | $1,744+15.7% | $15,885-87.3% | $1,946+3.7% |