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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 | $16,055 | $61,125-73.7% | $94,057-82.9% | $87,485-81.6% |
| Participation rate | 48.4% | 64.1%-15.6pp | 73.3%-24.9pp | 68.9%-20.5pp |
| Annual return | 16.73% | 35.20%-18.5pp | 480.62%-463.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $980 | $2,136-54.1% | $2,933-66.6% | $2,596-62.3% |
| Participant deferral / active EE | $1,929 | $3,260-40.8% | $4,709-59.0% | $4,274-54.9% |
| Admin fee / account holder | $2,521 | $5,629-55.2% | $7,244-65.2% | $7,775-67.6% |