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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 | $16,795 | $44,206-62.0% | $94,057-82.1% | $64,728-74.1% |
| Participation rate | 32.0% | 51.0%-19.0pp | 73.3%-41.3pp | 57.9%-25.9pp |
| Annual return | 15.37% | 259.42%-244.0pp | 480.62%-465.3pp | 49.38%-34.0pp |
| Employer contribution / active EE | $810 | $1,635-50.5% | $2,933-72.4% | $2,243-63.9% |
| Participant deferral / active EE | $1,446 | $1,902-24.0% | $4,709-69.3% | $2,729-47.0% |
| Admin fee / account holder | $3,368 | $1,230+173.9% | $7,244-53.5% | $1,145+194.1% |