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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 | $21,295 | $50,554-57.9% | $67,681-68.5% | $87,485-75.7% |
| Participation rate | 21.4% | 67.7%-46.3pp | 73.7%-52.3pp | 68.9%-47.5pp |
| Annual return | 16.35% | 17.81%-1.5pp | 590.58%-574.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $448 | $1,988-77.5% | $2,678-83.3% | $2,596-82.8% |
| Participant deferral / active EE | $2,272 | $2,961-23.3% | $3,976-42.9% | $4,274-46.8% |
| Admin fee / account holder | $3,332 | $4,132-19.4% | $6,100-45.4% | $7,775-57.1% |