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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 | $22,196 | $70,666-68.6% | $169,385-86.9% | $75,181-70.5% |
| Participation rate | 45.0% | 64.8%-19.8pp | 77.2%-32.2pp | 67.2%-22.2pp |
| Annual return | 19.23% | 36.37%-17.1pp | 405.82%-386.6pp | 160.69%-141.5pp |
| Employer contribution / active EE | $886 | $2,210-59.9% | $4,012-77.9% | $2,671-66.8% |
| Participant deferral / active EE | $1,731 | $4,308-59.8% | $6,221-72.2% | $4,126-58.0% |
| Admin fee / account holder | $974 | $5,402-82.0% | $9,011-89.2% | $5,650-82.8% |