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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 | $21,070 | $51,638-59.2% | $68,368-69.2% | $82,448-74.4% |
| Participation rate | 34.1% | 63.6%-29.5pp | 73.8%-39.6pp | 68.1%-33.9pp |
| Annual return | 19.60% | 37.53%-17.9pp | 292.57%-273.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $650 | $2,047-68.2% | $2,649-75.5% | $2,551-74.5% |
| Participant deferral / active EE | $1,481 | $2,914-49.2% | $4,123-64.1% | $4,139-64.2% |
| Admin fee / account holder | $358 | $4,643-92.3% | $5,150-93.0% | $7,234-95.0% |