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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 | $15,646 | $58,311-73.2% | $81,882-80.9% | $80,959-80.7% |
| Participation rate | 32.8% | 63.5%-30.7pp | 72.4%-39.6pp | 67.7%-34.9pp |
| Annual return | 17.43% | 41.85%-24.4pp | 779.47%-762.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $964 | $2,347-58.9% | $2,916-67.0% | $2,757-65.1% |
| Participant deferral / active EE | $1,411 | $3,287-57.1% | $4,323-67.4% | $4,300-67.2% |
| Admin fee / account holder | $1,072 | $4,752-77.4% | $7,360-85.4% | $6,925-84.5% |