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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 | $20,036 | $110,629-81.9% | $80,784-75.2% | $167,553-88.0% |
| Participation rate | 22.2% | 64.0%-41.7pp | 54.2%-31.9pp | 82.1%-59.9pp |
| Annual return | 9.79% | 120.58%-110.8pp | 87.31%-77.5pp | 478.89%-469.1pp |
| Employer contribution / active EE | $223 | $1,543-85.5% | $1,160-80.8% | $4,840-95.4% |
| Participant deferral / active EE | $706 | $2,871-75.4% | $2,145-67.1% | $6,343-88.9% |
| Admin fee / account holder | $2,313 | $4,547-49.1% | $3,380-31.6% | $12,316-81.2% |