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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 | $17,787 | $41,150-56.8% | $80,607-77.9% | $71,495-75.1% |
| Participation rate | 31.9% | 50.3%-18.4pp | 67.0%-35.2pp | 67.9%-36.1pp |
| Annual return | 21.43% | 38.48%-17.0pp | 936.11%-914.7pp | 28.85%-7.4pp |
| Employer contribution / active EE | $944 | $1,515-37.7% | $2,724-65.3% | $2,589-63.5% |
| Participant deferral / active EE | $1,712 | $2,701-36.6% | $4,448-61.5% | $4,291-60.1% |
| Admin fee / account holder | $1,111 | $1,841-39.7% | $5,379-79.4% | $1,588-30.1% |