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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 | $21,709 | $47,974-54.7% | $129,031-83.2% | $69,255-68.7% |
| Participation rate | 22.9% | 29.2%-6.4pp | 73.4%-50.5pp | 69.0%-46.1pp |
| Annual return | 14.69% | 116.92%-102.2pp | 34.67%-20.0pp | 26.73%-12.0pp |
| Employer contribution / active EE | $442 | $755-41.5% | $3,226-86.3% | $2,645-83.3% |
| Participant deferral / active EE | $909 | $1,143-20.5% | $5,217-82.6% | $2,890-68.6% |
| Admin fee / account holder | $2,981 | $2,691+10.8% | $13,208-77.4% | $733+306.8% |