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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 | $19,193 | $51,638-62.8% | $68,368-71.9% | $82,448-76.7% |
| Participation rate | 37.5% | 63.6%-26.1pp | 73.8%-36.3pp | 68.1%-30.6pp |
| Annual return | 15.33% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $983 | $2,047-52.0% | $2,649-62.9% | $2,551-61.5% |
| Participant deferral / active EE | $2,183 | $2,914-25.1% | $4,123-47.1% | $4,139-47.3% |
| Admin fee / account holder | $9,011 | $4,643+94.0% | $5,150+75.0% | $7,234+24.6% |