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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 | $20,520 | $103,000-80.1% | $90,300-77.3% | $152,885-86.6% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 10.97% | 95.19%-84.2pp | 78.11%-67.1pp | 345.39%-334.4pp |
| Employer contribution / active EE | $813 | $3,138-74.1% | $2,854-71.5% | $4,763-82.9% |
| Participant deferral / active EE | $968 | $4,281-77.4% | $3,884-75.1% | $5,851-83.5% |
| Admin fee / account holder | $2,411 | $6,173-61.0% | $5,353-55.0% | $11,598-79.2% |