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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 | $19,490 | $55,902-65.1% | $76,030-74.4% | $80,959-75.9% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.7pp | 67.7%-34.3pp |
| Annual return | 12.30% | 20.59%-8.3pp | 361.54%-349.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $803 | $1,867-57.0% | $2,688-70.1% | $2,757-70.9% |
| Participant deferral / active EE | $1,642 | $3,051-46.2% | $4,257-61.4% | $4,300-61.8% |
| Admin fee / account holder | $2,991 | $5,239-42.9% | $6,421-53.4% | $6,925-56.8% |