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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 | $19,290 | $68,681-71.9% | $86,615-77.7% | $85,847-77.5% |
| Participation rate | 38.5% | 66.4%-27.9pp | 71.6%-33.2pp | 69.3%-30.9pp |
| Annual return | 17.34% | 20.12%-2.8pp | 63.51%-46.2pp | 318.61%-301.3pp |
| Employer contribution / active EE | $1,195 | $1,880-36.5% | $2,496-52.1% | $2,565-53.4% |
| Participant deferral / active EE | $2,179 | $2,919-25.4% | $3,699-41.1% | $3,952-44.9% |
| Admin fee / account holder | $933 | $5,974-84.4% | $5,830-84.0% | $6,261-85.1% |