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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 | $19,870 | $48,011-58.6% | $63,803-68.9% | $82,637-76.0% |
| Participation rate | 34.4% | 66.6%-32.1pp | 72.7%-38.3pp | 68.1%-33.6pp |
| Annual return | 22.33% | 19.84%+2.5pp | 543.72%-521.4pp | 53.51%-31.2pp |
| Employer contribution / active EE | $616 | $1,904-67.7% | $2,532-75.7% | $2,552-75.9% |
| Participant deferral / active EE | $1,358 | $2,846-52.3% | $3,843-64.7% | $4,126-67.1% |
| Admin fee / account holder | $1,496 | $3,873-61.4% | $5,196-71.2% | $7,339-79.6% |