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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 | $17,098 | $51,638-66.9% | $68,368-75.0% | $82,448-79.3% |
| Participation rate | 44.4% | 63.6%-19.2pp | 73.8%-29.3pp | 68.1%-23.6pp |
| Annual return | 17.10% | 37.53%-20.4pp | 292.57%-275.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $488 | $2,047-76.1% | $2,649-81.6% | $2,551-80.9% |
| Participant deferral / active EE | $1,630 | $2,914-44.0% | $4,123-60.5% | $4,139-60.6% |
| Admin fee / account holder | $1,854 | $4,643-60.1% | $5,150-64.0% | $7,234-74.4% |