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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 | $17,415 | $58,258-70.1% | $81,820-78.7% | $80,925-78.5% |
| Participation rate | 31.3% | 63.5%-32.2pp | 72.4%-41.1pp | 67.7%-36.4pp |
| Annual return | 12.49% | 41.76%-29.3pp | 777.93%-765.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $487 | $2,345-79.2% | $2,915-83.3% | $2,756-82.3% |
| Participant deferral / active EE | $914 | $3,284-72.2% | $4,323-78.8% | $4,299-78.7% |
| Admin fee / account holder | $557 | $4,976-88.8% | $7,391-92.5% | $6,940-92.0% |