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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 | $15,620 | $52,279-70.1% | $89,435-82.5% | $79,856-80.4% |
| Participation rate | 23.3% | 57.5%-34.2pp | 68.0%-44.7pp | 69.6%-46.3pp |
| Annual return | 15.59% | 22.16%-6.6pp | 245.55%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $595 | $1,572-62.1% | $2,587-77.0% | $2,471-75.9% |
| Participant deferral / active EE | $919 | $2,740-66.5% | $3,890-76.4% | $3,741-75.4% |
| Admin fee / account holder | $1,676 | $3,356-50.1% | $4,884-65.7% | $5,306-68.4% |