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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 | $20,770 | $58,275-64.4% | $81,844-74.6% | $80,935-74.3% |
| Participation rate | 43.3% | 63.5%-20.1pp | 72.4%-29.0pp | 67.7%-24.3pp |
| Annual return | 19.96% | 41.82%-21.9pp | 778.87%-758.9pp | 35.66%-15.7pp |
| Employer contribution / active EE | $413 | $2,346-82.4% | $2,916-85.8% | $2,757-85.0% |
| Participant deferral / active EE | $1,512 | $3,285-54.0% | $4,323-65.0% | $4,299-64.8% |
| Admin fee / account holder | $1,246 | $4,749-73.8% | $7,355-83.1% | $6,924-82.0% |