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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 | $19,921 | $31,105-36.0% | $53,647-62.9% | $64,097-68.9% |
| Participation rate | 26.2% | 30.7%-4.5pp | 56.3%-30.1pp | 55.2%-29.0pp |
| Annual return | 20.84% | 22.54%-1.7pp | 358.33%-337.5pp | 34.64%-13.8pp |
| Employer contribution / active EE | $292 | $441-33.8% | $962-69.7% | $1,891-84.6% |
| Participant deferral / active EE | $425 | $896-52.5% | $1,813-76.5% | $3,080-86.2% |
| Admin fee / account holder | $851 | $2,195-61.2% | $2,460-65.4% | $3,454-75.4% |