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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 | $20,263 | $58,258-65.2% | $81,820-75.2% | $80,925-75.0% |
| Participation rate | 40.5% | 63.5%-22.9pp | 72.4%-31.8pp | 67.7%-27.1pp |
| Annual return | 14.35% | 41.76%-27.4pp | 777.93%-763.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $857 | $2,345-63.4% | $2,915-70.6% | $2,756-68.9% |
| Participant deferral / active EE | $2,084 | $3,284-36.5% | $4,323-51.8% | $4,299-51.5% |
| Admin fee / account holder | $2,902 | $4,976-41.7% | $7,391-60.7% | $6,940-58.2% |