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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 | $16,327 | $47,479-65.6% | $62,929-74.1% | $82,448-80.2% |
| Participation rate | 52.8% | 66.9%-14.0pp | 73.1%-20.3pp | 68.1%-15.2pp |
| Annual return | 12.44% | 20.34%-7.9pp | 1063.93%-1051.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $598 | $1,885-68.3% | $2,505-76.1% | $2,551-76.6% |
| Participant deferral / active EE | $1,027 | $2,870-64.2% | $3,888-73.6% | $4,139-75.2% |
| Admin fee / account holder | $1,103 | $3,804-71.0% | $5,065-78.2% | $7,234-84.8% |