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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 | $15,702 | $34,316-54.2% | $74,719-79.0% | $72,983-78.5% |
| Participation rate | 26.2% | 42.4%-16.2pp | 54.5%-28.3pp | 69.5%-43.3pp |
| Annual return | 24.52% | 26.58%-2.1pp | 753.05%-728.5pp | 81.01%-56.5pp |
| Employer contribution / active EE | $264 | $692-61.8% | $1,084-75.6% | $2,440-89.2% |
| Participant deferral / active EE | $1,054 | $1,272-17.1% | $1,963-46.3% | $3,608-70.8% |
| Admin fee / account holder | $2,805 | $2,125+32.0% | $3,334-15.9% | $5,124-45.3% |