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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 | $20,850 | $29,051-28.2% | $52,425-60.2% | $67,986-69.3% |
| Participation rate | 14.0% | 30.4%-16.4pp | 55.6%-41.6pp | 57.2%-43.2pp |
| Annual return | 18.87% | 24.00%-5.1pp | 302.12%-283.2pp | 31.67%-12.8pp |
| Employer contribution / active EE | $298 | $412-27.6% | $914-67.4% | $2,019-85.2% |
| Participant deferral / active EE | $547 | $873-37.4% | $1,790-69.5% | $3,358-83.7% |
| Admin fee / account holder | $355 | $2,113-83.2% | $2,495-85.8% | $3,203-88.9% |