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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 | $11,601 | $29,319-60.4% | $52,425-77.9% | $82,448-85.9% |
| Participation rate | 22.5% | 46.9%-24.4pp | 55.6%-33.2pp | 68.1%-45.6pp |
| Annual return | 18.17% | 535.20%-517.0pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $136 | $586-76.8% | $914-85.1% | $2,551-94.7% |
| Participant deferral / active EE | $899 | $1,171-23.2% | $1,790-49.8% | $4,139-78.3% |
| Admin fee / account holder | $2,069 | $1,962+5.5% | $2,495-17.1% | $7,234-71.4% |