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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 | $18,562 | $27,924-33.5% | $58,544-68.3% | $75,181-75.3% |
| Participation rate | 31.8% | 38.8%-7.0pp | 50.9%-19.0pp | 67.2%-35.4pp |
| Annual return | 19.56% | 44.20%-24.6pp | 4249.56%-4230.0pp | 160.69%-141.1pp |
| Employer contribution / active EE | $365 | $669-45.4% | $1,053-65.3% | $2,671-86.3% |
| Participant deferral / active EE | $790 | $1,202-34.3% | $1,923-58.9% | $4,126-80.9% |
| Admin fee / account holder | $2,245 | $1,726+30.1% | $2,520-10.9% | $5,650-60.3% |