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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 | $14,777 | $51,184-71.1% | $66,439-77.8% | $86,983-83.0% |
| Participation rate | 58.6% | 68.5%-9.9pp | 74.5%-15.9pp | 69.5%-11.0pp |
| Annual return | 14.51% | 17.07%-2.6pp | 757.66%-743.2pp | 25.83%-11.3pp |
| Employer contribution / active EE | $876 | $2,023-56.7% | $2,637-66.8% | $2,584-66.1% |
| Participant deferral / active EE | $1,994 | $2,927-31.9% | $3,876-48.6% | $4,194-52.5% |
| Admin fee / account holder | $826 | $4,154-80.1% | $6,173-86.6% | $7,856-89.5% |