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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 | $58,258-69.3% | $81,820-78.1% | $80,925-77.9% |
| Participation rate | 45.5% | 63.5%-18.0pp | 72.4%-26.9pp | 67.7%-22.2pp |
| Annual return | 11.41% | 41.76%-30.4pp | 777.93%-766.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $753 | $2,345-67.9% | $2,915-74.2% | $2,756-72.7% |
| Participant deferral / active EE | $2,559 | $3,284-22.1% | $4,323-40.8% | $4,299-40.5% |
| Admin fee / account holder | $2,642 | $4,976-46.9% | $7,391-64.3% | $6,940-61.9% |