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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 | $18,444 | $49,896-63.0% | $80,627-77.1% | $75,173-75.5% |
| Participation rate | 26.2% | 55.3%-29.2pp | 67.0%-40.9pp | 67.2%-41.0pp |
| Annual return | 18.03% | 34.67%-16.6pp | 936.76%-918.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $560 | $1,699-67.1% | $2,723-79.4% | $2,671-79.1% |
| Participant deferral / active EE | $1,767 | $2,992-40.9% | $4,443-60.2% | $4,126-57.2% |
| Admin fee / account holder | $4,921 | $3,578+37.5% | $5,381-8.5% | $5,651-12.9% |