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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 | $18,843 | $63,703-70.4% | $93,063-79.8% | $82,448-77.1% |
| Participation rate | 27.6% | 63.8%-36.2pp | 72.1%-44.5pp | 68.1%-40.5pp |
| Annual return | 20.25% | -775.43%+795.7pp | 34.15%-13.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $559 | $1,729-67.6% | $2,476-77.4% | $2,551-78.1% |
| Participant deferral / active EE | $1,282 | $2,919-56.1% | $3,958-67.6% | $4,139-69.0% |
| Admin fee / account holder | $1,376 | $5,982-77.0% | $6,033-77.2% | $7,234-81.0% |