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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 | $61,125-72.0% | $94,057-81.8% | $87,485-80.5% |
| Participation rate | 44.4% | 64.1%-19.6pp | 73.3%-28.9pp | 68.9%-24.5pp |
| Annual return | 17.10% | 35.20%-18.1pp | 480.62%-463.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $488 | $2,136-77.1% | $2,933-83.3% | $2,596-81.2% |
| Participant deferral / active EE | $1,630 | $3,260-50.0% | $4,709-65.4% | $4,274-61.9% |
| Admin fee / account holder | $1,854 | $5,629-67.1% | $7,244-74.4% | $7,775-76.2% |