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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 | $16,104 | $58,275-72.4% | $81,844-80.3% | $80,935-80.1% |
| Participation rate | 48.3% | 63.5%-15.2pp | 72.4%-24.1pp | 67.7%-19.4pp |
| Annual return | 12.79% | 41.82%-29.0pp | 778.87%-766.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $316 | $2,346-86.5% | $2,916-89.1% | $2,757-88.5% |
| Participant deferral / active EE | $847 | $3,285-74.2% | $4,323-80.4% | $4,299-80.3% |
| Admin fee / account holder | $1,800 | $4,749-62.1% | $7,355-75.5% | $6,924-74.0% |