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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 | $19,239 | $47,479-59.5% | $62,929-69.4% | $82,448-76.7% |
| Participation rate | 33.3% | 66.9%-33.5pp | 73.1%-39.8pp | 68.1%-34.7pp |
| Annual return | 17.46% | 20.34%-2.9pp | 1063.93%-1046.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $381 | $1,885-79.8% | $2,505-84.8% | $2,551-85.1% |
| Participant deferral / active EE | $1,711 | $2,870-40.4% | $3,888-56.0% | $4,139-58.7% |
| Admin fee / account holder | $1,581 | $3,804-58.4% | $5,065-68.8% | $7,234-78.2% |