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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 | $58,258-67.0% | $81,820-76.5% | $80,925-76.3% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 12.73% | 41.76%-29.0pp | 777.93%-765.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $389 | $2,345-83.4% | $2,915-86.7% | $2,756-85.9% |
| Participant deferral / active EE | $2,052 | $3,284-37.5% | $4,323-52.5% | $4,299-52.3% |
| Admin fee / account holder | $1,282 | $4,976-74.2% | $7,391-82.7% | $6,940-81.5% |