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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 | $18,250 | $49,896-63.4% | $80,627-77.4% | $75,173-75.7% |
| Participation rate | 37.2% | 55.3%-18.1pp | 67.0%-29.8pp | 67.2%-30.0pp |
| Annual return | 17.16% | 34.67%-17.5pp | 936.76%-919.6pp | 160.72%-143.6pp |
| Employer contribution / active EE | $766 | $1,699-54.9% | $2,723-71.9% | $2,671-71.3% |
| Participant deferral / active EE | $1,918 | $2,992-35.9% | $4,443-56.8% | $4,126-53.5% |
| Admin fee / account holder | $729 | $3,578-79.6% | $5,381-86.5% | $5,651-87.1% |