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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 | $13,380 | $41,150-67.5% | $80,627-83.4% | $71,511-81.3% |
| Participation rate | 18.9% | 50.3%-31.4pp | 67.0%-48.2pp | 67.9%-49.1pp |
| Annual return | 21.38% | 38.48%-17.1pp | 936.76%-915.4pp | 28.86%-7.5pp |
| Employer contribution / active EE | $266 | $1,515-82.4% | $2,723-90.2% | $2,589-89.7% |
| Participant deferral / active EE | $1,173 | $2,701-56.6% | $4,443-73.6% | $4,291-72.7% |
| Admin fee / account holder | $1,606 | $1,841-12.8% | $5,381-70.2% | $1,588+1.1% |