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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 | $17,653 | $58,234-69.7% | $81,783-78.4% | $80,874-78.2% |
| Participation rate | 25.6% | 63.4%-37.8pp | 72.4%-46.7pp | 67.6%-42.0pp |
| Annual return | 12.95% | 41.70%-28.8pp | 775.05%-762.1pp | 35.62%-22.7pp |
| Employer contribution / active EE | $609 | $2,341-74.0% | $2,913-79.1% | $2,756-77.9% |
| Participant deferral / active EE | $1,012 | $3,283-69.2% | $4,320-76.6% | $4,297-76.5% |
| Admin fee / account holder | $531 | $4,982-89.3% | $7,380-92.8% | $6,935-92.3% |