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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 | $19,557 | $58,241-66.4% | $81,780-76.1% | $80,911-75.8% |
| Participation rate | 25.4% | 63.4%-38.0pp | 72.4%-46.9pp | 67.6%-42.2pp |
| Annual return | 19.63% | 41.73%-22.1pp | 776.27%-756.6pp | 35.63%-16.0pp |
| Employer contribution / active EE | $677 | $2,343-71.1% | $2,914-76.8% | $2,756-75.4% |
| Participant deferral / active EE | $1,127 | $3,283-65.7% | $4,321-73.9% | $4,297-73.8% |
| Admin fee / account holder | $7,416 | $4,973+49.1% | $7,384+0.4% | $6,935+6.9% |