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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 | $23,308 | $51,736-54.9% | $120,225-80.6% | $67,986-65.7% |
| Participation rate | 15.9% | 46.1%-30.2pp | 69.6%-53.7pp | 57.2%-41.3pp |
| Annual return | 21.38% | 31.98%-10.6pp | 439.23%-417.8pp | 31.67%-10.3pp |
| Employer contribution / active EE | $465 | $1,071-56.6% | $3,475-86.6% | $2,019-76.9% |
| Participant deferral / active EE | $712 | $2,206-67.7% | $3,999-82.2% | $3,358-78.8% |
| Admin fee / account holder | $2,122 | $4,159-49.0% | $5,696-62.7% | $3,203-33.8% |