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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 | $20,908 | $127,296-83.6% | $109,907-81.0% | $167,536-87.5% |
| Participation rate | 31.6% | 77.9%-46.3pp | 74.2%-42.6pp | 82.1%-50.5pp |
| Annual return | 11.15% | 22.97%-11.8pp | 29.46%-18.3pp | 478.82%-467.7pp |
| Employer contribution / active EE | $467 | $3,325-86.0% | $2,844-83.6% | $4,839-90.4% |
| Participant deferral / active EE | $1,557 | $4,513-65.5% | $4,047-61.5% | $6,342-75.5% |
| Admin fee / account holder | $18,079 | $7,119+153.9% | $6,069+197.9% | $12,315+46.8% |