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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 | $10,935 | $49,976-78.1% | $66,674-83.6% | $82,637-86.8% |
| Participation rate | 32.6% | 63.1%-30.5pp | 73.7%-41.1pp | 68.1%-35.4pp |
| Annual return | 19.39% | 39.09%-19.7pp | 321.24%-301.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $888 | $1,988-55.3% | $2,620-66.1% | $2,552-65.2% |
| Participant deferral / active EE | $1,433 | $2,847-49.6% | $4,084-64.9% | $4,126-65.3% |
| Admin fee / account holder | $2,020 | $4,594-56.0% | $5,098-60.4% | $7,339-72.5% |