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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 | $19,192 | $55,902-65.7% | $76,030-74.8% | $80,959-76.3% |
| Participation rate | 38.8% | 62.1%-23.3pp | 69.1%-30.3pp | 67.7%-28.9pp |
| Annual return | 18.47% | 20.59%-2.1pp | 361.54%-343.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $551 | $1,867-70.5% | $2,688-79.5% | $2,757-80.0% |
| Participant deferral / active EE | $1,913 | $3,051-37.3% | $4,257-55.1% | $4,300-55.5% |
| Admin fee / account holder | $2,829 | $5,239-46.0% | $6,421-55.9% | $6,925-59.2% |