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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 | $16,462 | $56,116-70.7% | $135,768-87.9% | $86,983-81.1% |
| Participation rate | 34.0% | 60.1%-26.2pp | 71.1%-37.1pp | 69.5%-35.6pp |
| Annual return | 20.62% | 125.33%-104.7pp | 526.10%-505.5pp | 25.83%-5.2pp |
| Employer contribution / active EE | $612 | $1,528-59.9% | $3,394-82.0% | $2,584-76.3% |
| Participant deferral / active EE | $1,614 | $2,690-40.0% | $3,977-59.4% | $4,194-61.5% |
| Admin fee / account holder | $2,107 | $4,314-51.2% | $7,048-70.1% | $7,856-73.2% |