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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 | $19,191 | $58,241-67.0% | $81,780-76.5% | $80,911-76.3% |
| Participation rate | 16.7% | 63.4%-46.8pp | 72.4%-55.7pp | 67.6%-51.0pp |
| Annual return | 15.60% | 41.73%-26.1pp | 776.27%-760.7pp | 35.63%-20.0pp |
| Employer contribution / active EE | $725 | $2,343-69.1% | $2,914-75.1% | $2,756-73.7% |
| Participant deferral / active EE | $1,542 | $3,283-53.0% | $4,321-64.3% | $4,297-64.1% |
| Admin fee / account holder | $869 | $4,973-82.5% | $7,384-88.2% | $6,935-87.5% |