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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 | $13,719 | $47,105-70.9% | $68,368-79.9% | $67,986-79.8% |
| Participation rate | 38.1% | 51.8%-13.7pp | 73.8%-35.7pp | 57.2%-19.1pp |
| Annual return | 18.63% | 48.37%-29.7pp | 292.57%-273.9pp | 31.67%-13.0pp |
| Employer contribution / active EE | $627 | $1,859-66.3% | $2,649-76.3% | $2,019-68.9% |
| Participant deferral / active EE | $1,935 | $2,374-18.5% | $4,123-53.1% | $3,358-42.4% |
| Admin fee / account holder | $1,680 | $2,435-31.0% | $5,150-67.4% | $3,203-47.6% |