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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 | $21,145 | $61,125-65.4% | $94,057-77.5% | $87,485-75.8% |
| Participation rate | 21.1% | 64.1%-42.9pp | 73.3%-52.2pp | 68.9%-47.8pp |
| Annual return | 24.10% | 35.20%-11.1pp | 480.62%-456.5pp | 26.06%-2.0pp |
| Employer contribution / active EE | $497 | $2,136-76.7% | $2,933-83.1% | $2,596-80.9% |
| Participant deferral / active EE | $1,602 | $3,260-50.9% | $4,709-66.0% | $4,274-62.5% |
| Admin fee / account holder | $2,797 | $5,629-50.3% | $7,244-61.4% | $7,775-64.0% |