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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 | $21,026 | $29,670-29.1% | $56,054-62.5% | $80,911-74.0% |
| Participation rate | 17.0% | 41.7%-24.6pp | 52.5%-35.4pp | 67.6%-50.6pp |
| Annual return | 12.54% | 35.24%-22.7pp | 1705.95%-1693.4pp | 35.63%-23.1pp |
| Employer contribution / active EE | $395 | $670-41.1% | $1,039-62.0% | $2,756-85.7% |
| Participant deferral / active EE | $722 | $1,227-41.2% | $1,952-63.0% | $4,297-83.2% |
| Admin fee / account holder | $503 | $2,431-79.3% | $2,822-82.2% | $6,935-92.7% |