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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 | $21,238 | $45,123-52.9% | $85,240-75.1% | $74,478-71.5% |
| Participation rate | 19.4% | 49.4%-30.0pp | 67.5%-48.2pp | 67.2%-47.9pp |
| Annual return | 13.91% | 26.32%-12.4pp | 66.75%-52.8pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $272 | $1,459-81.4% | $2,735-90.1% | $2,626-89.7% |
| Participant deferral / active EE | $1,135 | $2,736-58.5% | $4,527-74.9% | $4,350-73.9% |
| Admin fee / account holder | $1,716 | $2,215-22.5% | $6,165-72.2% | $1,946-11.8% |