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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 | $17,911 | $58,234-69.2% | $81,783-78.1% | $80,874-77.9% |
| Participation rate | 45.5% | 63.4%-18.0pp | 72.4%-26.9pp | 67.6%-22.2pp |
| Annual return | 11.41% | 41.70%-30.3pp | 775.05%-763.6pp | 35.62%-24.2pp |
| Employer contribution / active EE | $753 | $2,341-67.8% | $2,913-74.1% | $2,756-72.7% |
| Participant deferral / active EE | $2,559 | $3,283-22.0% | $4,320-40.8% | $4,297-40.4% |
| Admin fee / account holder | $2,642 | $4,982-47.0% | $7,380-64.2% | $6,935-61.9% |