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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 | $27,243-19.1% | $52,425-58.0% | $79,634-72.3% |
| Participation rate | 12.0% | 22.4%-10.4pp | 55.6%-43.6pp | 62.5%-50.5pp |
| Annual return | 15.18% | 63.36%-48.2pp | 302.12%-286.9pp | 36.46%-21.3pp |
| Employer contribution / active EE | $264 | $319-17.2% | $914-71.1% | $2,529-89.5% |
| Participant deferral / active EE | $537 | $636-15.5% | $1,790-70.0% | $3,835-86.0% |
| Admin fee / account holder | $1,432 | $2,105-32.0% | $2,495-42.6% | $1,002+43.0% |