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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 | $58,311-69.7% | $81,882-78.4% | $80,959-78.2% |
| Participation rate | 25.6% | 63.5%-37.8pp | 72.4%-46.7pp | 67.7%-42.0pp |
| Annual return | 12.95% | 41.85%-28.9pp | 779.47%-766.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $609 | $2,347-74.0% | $2,916-79.1% | $2,757-77.9% |
| Participant deferral / active EE | $1,012 | $3,287-69.2% | $4,323-76.6% | $4,300-76.5% |
| Admin fee / account holder | $531 | $4,752-88.8% | $7,360-92.8% | $6,925-92.3% |