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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 | $17,856 | $40,566-56.0% | $96,754-81.5% | $64,728-72.4% |
| Participation rate | 17.3% | 24.8%-7.5pp | 70.3%-53.0pp | 57.9%-40.6pp |
| Annual return | 16.06% | 93.20%-77.1pp | 82.04%-66.0pp | 49.38%-33.3pp |
| Employer contribution / active EE | $303 | $808-62.5% | $2,679-88.7% | $2,243-86.5% |
| Participant deferral / active EE | $460 | $933-50.7% | $4,758-90.3% | $2,729-83.1% |
| Admin fee / account holder | $1,398 | $2,770-49.5% | $8,905-84.3% | $1,145+22.1% |