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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 | $11,163 | $29,319-61.9% | $52,425-78.7% | $82,448-86.5% |
| Participation rate | 24.1% | 46.9%-22.7pp | 55.6%-31.5pp | 68.1%-43.9pp |
| Annual return | 16.12% | 535.20%-519.1pp | 302.12%-286.0pp | 41.64%-25.5pp |
| Employer contribution / active EE | $151 | $586-74.3% | $914-83.5% | $2,551-94.1% |
| Participant deferral / active EE | $329 | $1,171-71.9% | $1,790-81.6% | $4,139-92.1% |
| Admin fee / account holder | $2,827 | $1,962+44.1% | $2,495+13.3% | $7,234-60.9% |