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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 | $15,033 | $29,736-49.4% | $56,033-73.2% | $80,935-81.4% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 16.48% | 35.28%-18.8pp | 1711.38%-1694.9pp | 35.66%-19.2pp |
| Employer contribution / active EE | $395 | $671-41.2% | $1,041-62.1% | $2,757-85.7% |
| Participant deferral / active EE | $1,011 | $1,228-17.7% | $1,954-48.3% | $4,299-76.5% |
| Admin fee / account holder | $828 | $2,434-66.0% | $2,827-70.7% | $6,924-88.0% |