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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 | $21,314 | $28,167-24.3% | $73,658-71.1% | $64,728-67.1% |
| Participation rate | 7.1% | 21.1%-13.9pp | 57.0%-49.9pp | 57.9%-50.8pp |
| Annual return | 21.71% | 139.75%-118.0pp | 29.72%-8.0pp | 49.38%-27.7pp |
| Employer contribution / active EE | $166 | $373-55.5% | $1,032-83.9% | $2,243-92.6% |
| Participant deferral / active EE | $341 | $597-42.9% | $2,062-83.5% | $2,729-87.5% |
| Admin fee / account holder | $3,297 | $1,791+84.1% | $3,357-1.8% | $1,145+187.9% |