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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 | $22,026 | $46,745-52.9% | $60,547-63.6% | $52,331-57.9% |
| Participation rate | 15.6% | 58.6%-43.0pp | 68.0%-52.4pp | 68.1%-52.5pp |
| Annual return | 10.84% | 0.61%+10.2pp | 335.64%-324.8pp | 4.54%+6.3pp |
| Employer contribution / active EE | $700 | $1,259-44.4% | $2,419-71.1% | $1,882-62.8% |
| Participant deferral / active EE | $859 | $2,145-60.0% | $3,328-74.2% | $3,022-71.6% |
| Admin fee / account holder | $3,994 | $537+644.0% | $4,536-11.9% | $592+575.2% |