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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 | $27,588 | $47,479-41.9% | $62,929-56.2% | $82,448-66.5% |
| Participation rate | 27.2% | 66.9%-39.7pp | 73.1%-46.0pp | 68.1%-40.9pp |
| Annual return | 18.09% | 20.34%-2.3pp | 1063.93%-1045.8pp | 41.64%-23.5pp |
| Employer contribution / active EE | $414 | $1,885-78.0% | $2,505-83.5% | $2,551-83.8% |
| Participant deferral / active EE | $1,437 | $2,870-49.9% | $3,888-63.0% | $4,139-65.3% |
| Admin fee / account holder | $2,771 | $3,804-27.1% | $5,065-45.3% | $7,234-61.7% |