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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 | $24,169 | $29,051-16.8% | $52,425-53.9% | $67,986-64.4% |
| Participation rate | 15.6% | 30.4%-14.8pp | 55.6%-40.0pp | 57.2%-41.6pp |
| Annual return | 18.01% | 24.00%-6.0pp | 302.12%-284.1pp | 31.67%-13.7pp |
| Employer contribution / active EE | $214 | $412-48.1% | $914-76.6% | $2,019-89.4% |
| Participant deferral / active EE | $513 | $873-41.3% | $1,790-71.4% | $3,358-84.7% |
| Admin fee / account holder | $1,015 | $2,113-51.9% | $2,495-59.3% | $3,203-68.3% |