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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 | $23,614 | $85,766-72.5% | $136,298-82.7% | $70,126-66.3% |
| Participation rate | 26.3% | 74.2%-47.8pp | 81.9%-55.6pp | 69.5%-43.2pp |
| Annual return | 14.27% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $613 | $2,966-79.3% | $4,696-86.9% | $2,343-73.8% |
| Participant deferral / active EE | $2,398 | $5,051-52.5% | $6,247-61.6% | $3,332-28.0% |
| Admin fee / account holder | $4,601 | $5,421-15.1% | $9,244-50.2% | $4,645-0.9% |