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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 | $40,566-46.5% | $96,754-77.6% | $64,728-66.5% |
| Participation rate | 22.9% | 24.8%-1.9pp | 70.3%-47.4pp | 57.9%-35.0pp |
| Annual return | 14.69% | 93.20%-78.5pp | 82.04%-67.4pp | 49.38%-34.7pp |
| Employer contribution / active EE | $442 | $808-45.3% | $2,679-83.5% | $2,243-80.3% |
| Participant deferral / active EE | $909 | $933-2.5% | $4,758-80.9% | $2,729-66.7% |
| Admin fee / account holder | $2,981 | $2,770+7.6% | $8,905-66.5% | $1,145+160.3% |