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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 | $14,241 | $29,051-51.0% | $52,425-72.8% | $67,986-79.1% |
| Participation rate | 7.4% | 30.4%-23.1pp | 55.6%-48.2pp | 57.2%-49.8pp |
| Annual return | 17.72% | 24.00%-6.3pp | 302.12%-284.4pp | 31.67%-13.9pp |
| Employer contribution / active EE | $98 | $412-76.2% | $914-89.3% | $2,019-95.1% |
| Participant deferral / active EE | $371 | $873-57.5% | $1,790-79.3% | $3,358-88.9% |
| Admin fee / account holder | $2,647 | $2,113+25.3% | $2,495+6.1% | $3,203-17.4% |