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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 | $27,148 | $72,071-62.3% | $68,368-60.3% | $137,256-80.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 21.09% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $639 | $2,788-77.1% | $2,649-75.9% | $4,156-84.6% |
| Participant deferral / active EE | $4,484 | $4,410+1.7% | $4,123+8.8% | $6,407-30.0% |
| Admin fee / account holder | $690 | $5,336-87.1% | $5,150-86.6% | $12,270-94.4% |