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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 | $21,194 | $55,889-62.1% | $76,119-72.2% | $80,935-73.8% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 12.00% | 20.58%-8.6pp | 361.25%-349.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,433 | $1,866-23.2% | $2,693-46.8% | $2,757-48.0% |
| Participant deferral / active EE | $1,863 | $3,051-38.9% | $4,259-56.3% | $4,299-56.7% |
| Admin fee / account holder | $1,817 | $5,241-65.3% | $6,421-71.7% | $6,924-73.8% |