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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 | $20,278 | $29,569-31.4% | $56,077-63.8% | $77,714-73.9% |
| Participation rate | 9.0% | 32.6%-23.7pp | 52.5%-43.5pp | 70.6%-61.6pp |
| Annual return | 19.61% | 18.90%+0.7pp | 1709.28%-1689.7pp | 31.26%-11.6pp |
| Employer contribution / active EE | $558 | $569-1.9% | $1,040-46.4% | $2,727-79.5% |
| Participant deferral / active EE | $838 | $1,061-21.0% | $1,954-57.1% | $4,649-82.0% |
| Admin fee / account holder | $5,165 | $1,042+395.5% | $2,825+82.8% | $433+1092.1% |