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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 | $20,561 | $55,470-62.9% | $155,556-86.8% | $74,478-72.4% |
| Participation rate | 37.7% | 61.9%-24.2pp | 78.2%-40.5pp | 67.2%-29.5pp |
| Annual return | 14.19% | 269.80%-255.6pp | 64.84%-50.6pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $765 | $2,267-66.2% | $4,675-83.6% | $2,626-70.9% |
| Participant deferral / active EE | $1,490 | $2,838-47.5% | $5,631-73.5% | $4,350-65.8% |
| Admin fee / account holder | $1,656 | $1,744-5.1% | $15,885-89.6% | $1,946-14.9% |