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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 | $22,029 | $28,167-21.8% | $73,658-70.1% | $64,728-66.0% |
| Participation rate | 12.0% | 21.1%-9.1pp | 57.0%-45.0pp | 57.9%-45.9pp |
| Annual return | 15.18% | 139.75%-124.6pp | 29.72%-14.5pp | 49.38%-34.2pp |
| Employer contribution / active EE | $264 | $373-29.1% | $1,032-74.4% | $2,243-88.2% |
| Participant deferral / active EE | $537 | $597-10.1% | $2,062-74.0% | $2,729-80.3% |
| Admin fee / account holder | $1,432 | $1,791-20.0% | $3,357-57.3% | $1,145+25.1% |