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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 | $22,518 | $34,316-34.4% | $74,723-69.9% | $72,976-69.1% |
| Participation rate | 14.6% | 42.4%-27.8pp | 54.5%-39.8pp | 69.5%-54.9pp |
| Annual return | 25.92% | 26.58%-0.7pp | 753.18%-727.3pp | 81.02%-55.1pp |
| Employer contribution / active EE | $294 | $692-57.5% | $1,084-72.9% | $2,440-87.9% |
| Participant deferral / active EE | $753 | $1,272-40.8% | $1,962-61.6% | $3,608-79.1% |
| Admin fee / account holder | $318 | $2,125-85.0% | $3,335-90.5% | $5,124-93.8% |