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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 | $18,217 | $55,930-67.4% | $76,089-76.1% | $80,925-77.5% |
| Participation rate | 46.6% | 62.1%-15.5pp | 69.1%-22.5pp | 67.7%-21.1pp |
| Annual return | 12.56% | 20.58%-8.0pp | 360.94%-348.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,214 | $1,866-34.9% | $2,690-54.9% | $2,756-55.9% |
| Participant deferral / active EE | $1,979 | $3,051-35.1% | $4,259-53.5% | $4,299-54.0% |
| Admin fee / account holder | $1,157 | $5,241-77.9% | $6,418-82.0% | $6,940-83.3% |