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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 | $13,083 | $24,618-46.9% | $71,585-81.7% | $82,637-84.2% |
| Participation rate | 31.5% | 68.2%-36.7pp | 68.2%-36.7pp | 68.1%-36.5pp |
| Annual return | 24.90% | 93.17%-68.3pp | 59.26%-34.4pp | 53.51%-28.6pp |
| Employer contribution / active EE | $771 | $852-9.4% | $1,669-53.8% | $2,552-69.8% |
| Participant deferral / active EE | $2,010 | $1,720+16.8% | $2,923-31.2% | $4,126-51.3% |
| Admin fee / account holder | $346 | $3,285-89.5% | $4,712-92.6% | $7,339-95.3% |