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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 | $55,446-62.9% | $155,574-86.8% | $74,429-72.4% |
| Participation rate | 37.7% | 61.9%-24.2pp | 78.2%-40.5pp | 67.2%-29.5pp |
| Annual return | 14.19% | 269.20%-255.0pp | 64.87%-50.7pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $765 | $2,266-66.2% | $4,676-83.6% | $2,625-70.8% |
| Participant deferral / active EE | $1,490 | $2,836-47.5% | $5,629-73.5% | $4,348-65.7% |
| Admin fee / account holder | $1,656 | $1,743-5.0% | $15,914-89.6% | $1,944-14.8% |