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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 | $16,021 | $29,319-45.4% | $52,425-69.4% | $82,448-80.6% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 17.74% | 535.20%-517.5pp | 302.12%-284.4pp | 41.64%-23.9pp |
| Employer contribution / active EE | $400 | $586-31.8% | $914-56.2% | $2,551-84.3% |
| Participant deferral / active EE | $1,377 | $1,171+17.5% | $1,790-23.1% | $4,139-66.7% |
| Admin fee / account holder | $2,977 | $1,962+51.7% | $2,495+19.3% | $7,234-58.9% |