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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 | $19,664 | $61,125-67.8% | $94,057-79.1% | $87,485-77.5% |
| Participation rate | 32.8% | 64.1%-31.3pp | 73.3%-40.6pp | 68.9%-36.2pp |
| Annual return | 13.19% | 35.20%-22.0pp | 480.62%-467.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $875 | $2,136-59.1% | $2,933-70.2% | $2,596-66.3% |
| Participant deferral / active EE | $1,698 | $3,260-47.9% | $4,709-63.9% | $4,274-60.3% |
| Admin fee / account holder | $3,166 | $5,629-43.7% | $7,244-56.3% | $7,775-59.3% |