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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 | $19,066 | $107,030-82.2% | $73,550-74.1% | $147,586-87.1% |
| Participation rate | 28.6% | 66.4%-37.8pp | 54.9%-26.4pp | 82.8%-54.3pp |
| Annual return | 18.49% | 38.25%-19.8pp | -15.16%+33.7pp | 578.59%-560.1pp |
| Employer contribution / active EE | $809 | $1,760-54.0% | $1,219-33.6% | $4,876-83.4% |
| Participant deferral / active EE | $1,977 | $2,458-19.6% | $1,804+9.6% | $5,439-63.7% |
| Admin fee / account holder | $2,649 | $3,055-13.3% | $2,320+14.2% | $10,886-75.7% |