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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 | $17,148 | $54,674-68.6% | $76,089-77.5% | $74,429-77.0% |
| Participation rate | 23.5% | 60.3%-36.8pp | 69.1%-45.6pp | 67.2%-43.7pp |
| Annual return | 15.98% | 31.89%-15.9pp | 360.94%-345.0pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $563 | $1,781-68.4% | $2,690-79.1% | $2,625-78.6% |
| Participant deferral / active EE | $972 | $3,071-68.4% | $4,259-77.2% | $4,348-77.7% |
| Admin fee / account holder | $674 | $2,238-69.9% | $6,418-89.5% | $1,944-65.3% |