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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 | $17,772 | $48,314-63.2% | $67,561-73.7% | $80,925-78.0% |
| Participation rate | 26.0% | 66.4%-40.4pp | 72.9%-46.9pp | 67.7%-41.7pp |
| Annual return | 13.85% | 18.28%-4.4pp | 3525.44%-3511.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $512 | $2,022-74.7% | $2,735-81.3% | $2,756-81.4% |
| Participant deferral / active EE | $902 | $2,927-69.2% | $4,003-77.5% | $4,299-79.0% |
| Admin fee / account holder | $558 | $3,690-84.9% | $4,006-86.1% | $6,940-92.0% |