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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 | $47,479-55.1% | $62,929-66.2% | $82,448-74.2% |
| Participation rate | 21.4% | 66.9%-45.4pp | 73.1%-51.7pp | 68.1%-46.6pp |
| Annual return | 16.35% | 20.34%-4.0pp | 1063.93%-1047.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $448 | $1,885-76.2% | $2,505-82.1% | $2,551-82.4% |
| Participant deferral / active EE | $2,272 | $2,870-20.9% | $3,888-41.6% | $4,139-45.1% |
| Admin fee / account holder | $3,332 | $3,804-12.4% | $5,065-34.2% | $7,234-53.9% |