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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 | $21,885 | $51,638-57.6% | $68,368-68.0% | $82,448-73.5% |
| Participation rate | 20.0% | 63.6%-43.6pp | 73.8%-53.8pp | 68.1%-48.1pp |
| Annual return | 26.04% | 37.53%-11.5pp | 292.57%-266.5pp | 41.64%-15.6pp |
| Employer contribution / active EE | $295 | $2,047-85.6% | $2,649-88.9% | $2,551-88.4% |
| Participant deferral / active EE | $797 | $2,914-72.6% | $4,123-80.7% | $4,139-80.7% |
| Admin fee / account holder | $4,487 | $4,643-3.4% | $5,150-12.9% | $7,234-38.0% |