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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 | $20,240 | $58,241-65.2% | $81,780-75.3% | $80,911-75.0% |
| Participation rate | 43.3% | 63.4%-20.2pp | 72.4%-29.1pp | 67.6%-24.4pp |
| Annual return | 15.12% | 41.73%-26.6pp | 776.27%-761.1pp | 35.63%-20.5pp |
| Employer contribution / active EE | $868 | $2,343-62.9% | $2,914-70.2% | $2,756-68.5% |
| Participant deferral / active EE | $1,575 | $3,283-52.0% | $4,321-63.5% | $4,297-63.3% |
| Admin fee / account holder | $2,275 | $4,973-54.3% | $7,384-69.2% | $6,935-67.2% |