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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 | $19,206 | $58,311-67.1% | $81,882-76.5% | $80,959-76.3% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 12.73% | 41.85%-29.1pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $389 | $2,347-83.4% | $2,916-86.7% | $2,757-85.9% |
| Participant deferral / active EE | $2,052 | $3,287-37.6% | $4,323-52.5% | $4,300-52.3% |
| Admin fee / account holder | $1,282 | $4,752-73.0% | $7,360-82.6% | $6,925-81.5% |