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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 | $19,833 | $58,258-66.0% | $81,820-75.8% | $80,925-75.5% |
| Participation rate | 17.5% | 63.5%-46.0pp | 72.4%-54.9pp | 67.7%-50.2pp |
| Annual return | 21.74% | 41.76%-20.0pp | 777.93%-756.2pp | 35.65%-13.9pp |
| Employer contribution / active EE | $705 | $2,345-70.0% | $2,915-75.8% | $2,756-74.4% |
| Participant deferral / active EE | $1,695 | $3,284-48.4% | $4,323-60.8% | $4,299-60.6% |
| Admin fee / account holder | $862 | $4,976-82.7% | $7,391-88.3% | $6,940-87.6% |