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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 | $56,431-70.8% | $130,788-87.4% | $87,485-81.2% |
| Participation rate | 34.0% | 58.9%-25.0pp | 70.1%-36.1pp | 68.9%-35.0pp |
| Annual return | 20.62% | 91.27%-70.6pp | 386.44%-365.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $612 | $1,549-60.5% | $3,558-82.8% | $2,596-76.4% |
| Participant deferral / active EE | $1,614 | $2,749-41.3% | $4,137-61.0% | $4,274-62.2% |
| Admin fee / account holder | $2,107 | $4,433-52.5% | $6,673-68.4% | $7,775-72.9% |