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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 | $20,138 | $55,930-64.0% | $76,089-73.5% | $80,925-75.1% |
| Participation rate | 24.2% | 62.1%-37.8pp | 69.1%-44.8pp | 67.7%-43.4pp |
| Annual return | 16.40% | 20.58%-4.2pp | 360.94%-344.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $383 | $1,866-79.5% | $2,690-85.8% | $2,756-86.1% |
| Participant deferral / active EE | $1,146 | $3,051-62.4% | $4,259-73.1% | $4,299-73.4% |
| Admin fee / account holder | $2,964 | $5,241-43.4% | $6,418-53.8% | $6,940-57.3% |