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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 | $23,579 | $55,437-57.5% | $155,534-84.8% | $74,459-68.3% |
| Participation rate | 27.9% | 61.9%-34.0pp | 78.2%-50.3pp | 67.2%-39.3pp |
| Annual return | 12.74% | 269.58%-256.8pp | 64.92%-52.2pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $416 | $2,266-81.7% | $4,675-91.1% | $2,626-84.2% |
| Participant deferral / active EE | $1,418 | $2,837-50.0% | $5,630-74.8% | $4,350-67.4% |
| Admin fee / account holder | $1,521 | $1,742-12.7% | $15,900-90.4% | $1,945-21.8% |