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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 | $23,867 | $29,319-18.6% | $52,425-54.5% | $82,448-71.1% |
| Participation rate | 20.0% | 46.9%-26.9pp | 55.6%-35.6pp | 68.1%-48.1pp |
| Annual return | 17.03% | 535.20%-518.2pp | 302.12%-285.1pp | 41.64%-24.6pp |
| Employer contribution / active EE | $239 | $586-59.2% | $914-73.8% | $2,551-90.6% |
| Participant deferral / active EE | $1,017 | $1,171-13.2% | $1,790-43.2% | $4,139-75.4% |
| Admin fee / account holder | $1,561 | $1,962-20.4% | $2,495-37.4% | $7,234-78.4% |