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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 | $58,234-67.0% | $81,783-76.5% | $80,874-76.3% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.4%-39.0pp | 67.6%-34.3pp |
| Annual return | 12.73% | 41.70%-29.0pp | 775.05%-762.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $389 | $2,341-83.4% | $2,913-86.6% | $2,756-85.9% |
| Participant deferral / active EE | $2,052 | $3,283-37.5% | $4,320-52.5% | $4,297-52.2% |
| Admin fee / account holder | $1,282 | $4,982-74.3% | $7,380-82.6% | $6,935-81.5% |