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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 | $18,689 | $58,311-67.9% | $81,882-77.2% | $80,959-76.9% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 13.57% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $313 | $2,347-86.6% | $2,916-89.3% | $2,757-88.6% |
| Participant deferral / active EE | $1,380 | $3,287-58.0% | $4,323-68.1% | $4,300-67.9% |
| Admin fee / account holder | $1,359 | $4,752-71.4% | $7,360-81.5% | $6,925-80.4% |