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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 | $22,748 | $51,638-55.9% | $68,368-66.7% | $82,448-72.4% |
| Participation rate | 17.2% | 63.6%-46.4pp | 73.8%-56.5pp | 68.1%-50.8pp |
| Annual return | 15.77% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $309 | $2,047-84.9% | $2,649-88.4% | $2,551-87.9% |
| Participant deferral / active EE | $671 | $2,914-77.0% | $4,123-83.7% | $4,139-83.8% |
| Admin fee / account holder | $944 | $4,643-79.7% | $5,150-81.7% | $7,234-87.0% |