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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 | $17,419 | $27,943-37.7% | $58,507-70.2% | $75,177-76.8% |
| Participation rate | 23.3% | 38.8%-15.5pp | 50.9%-27.5pp | 67.2%-43.9pp |
| Annual return | 16.14% | 44.22%-28.1pp | 4252.32%-4236.2pp | 160.75%-144.6pp |
| Employer contribution / active EE | $452 | $670-32.5% | $1,053-57.1% | $2,671-83.1% |
| Participant deferral / active EE | $896 | $1,202-25.5% | $1,922-53.4% | $4,126-78.3% |
| Admin fee / account holder | $780 | $1,727-54.8% | $2,486-68.6% | $5,651-86.2% |