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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 | $20,042 | $75,832-73.6% | $147,618-86.4% | $59,633-66.4% |
| Participation rate | 35.5% | 71.6%-36.0pp | 84.6%-49.1pp | 68.7%-33.1pp |
| Annual return | 9.52% | 0.37%+9.2pp | 61.98%-52.5pp | 2041.40%-2031.9pp |
| Employer contribution / active EE | $1,407 | $3,485-59.6% | $5,565-74.7% | $2,203-36.1% |
| Participant deferral / active EE | $1,513 | $3,131-51.7% | $4,895-69.1% | $3,192-52.6% |
| Admin fee / account holder | $3,093 | $5,986-48.3% | $11,612-73.4% | $4,297-28.0% |