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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 | $13,262 | $27,243-51.3% | $52,425-74.7% | $79,634-83.3% |
| Participation rate | 18.2% | 22.4%-4.2pp | 55.6%-37.4pp | 62.5%-44.3pp |
| Annual return | 26.58% | 63.36%-36.8pp | 302.12%-275.5pp | 36.46%-9.9pp |
| Employer contribution / active EE | $214 | $319-32.8% | $914-76.6% | $2,529-91.5% |
| Participant deferral / active EE | $745 | $636+17.2% | $1,790-58.4% | $3,835-80.6% |
| Admin fee / account holder | $2,660 | $2,105+26.4% | $2,495+6.6% | $1,002+165.5% |