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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 | $29,932 | $61,125-51.0% | $94,057-68.2% | $87,485-65.8% |
| Participation rate | 18.0% | 64.1%-46.0pp | 73.3%-55.3pp | 68.9%-50.9pp |
| Annual return | 14.88% | 35.20%-20.3pp | 480.62%-465.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $202 | $2,136-90.5% | $2,933-93.1% | $2,596-92.2% |
| Participant deferral / active EE | $1,383 | $3,260-57.6% | $4,709-70.6% | $4,274-67.6% |
| Admin fee / account holder | $2,864 | $5,629-49.1% | $7,244-60.5% | $7,775-63.2% |