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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 | $19,193 | $29,051-33.9% | $52,425-63.4% | $67,986-71.8% |
| Participation rate | 12.2% | 30.4%-18.2pp | 55.6%-43.4pp | 57.2%-45.0pp |
| Annual return | 20.87% | 24.00%-3.1pp | 302.12%-281.3pp | 31.67%-10.8pp |
| Employer contribution / active EE | $207 | $412-49.8% | $914-77.4% | $2,019-89.8% |
| Participant deferral / active EE | $529 | $873-39.4% | $1,790-70.5% | $3,358-84.2% |
| Admin fee / account holder | $3,925 | $2,113+85.8% | $2,495+57.3% | $3,203+22.5% |