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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 | $58,258-72.4% | $81,820-80.3% | $80,925-80.1% |
| Participation rate | 48.3% | 63.5%-15.2pp | 72.4%-24.1pp | 67.7%-19.4pp |
| Annual return | 12.79% | 41.76%-29.0pp | 777.93%-765.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $316 | $2,345-86.5% | $2,915-89.1% | $2,756-88.5% |
| Participant deferral / active EE | $847 | $3,284-74.2% | $4,323-80.4% | $4,299-80.3% |
| Admin fee / account holder | $1,800 | $4,976-63.8% | $7,391-75.6% | $6,940-74.1% |