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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 | $24,545 | $63,346-61.3% | $92,240-73.4% | $70,126-65.0% |
| Participation rate | 28.9% | 68.7%-39.8pp | 76.5%-47.6pp | 69.5%-40.6pp |
| Annual return | 20.85% | 530.19%-509.3pp | 176.29%-155.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $810 | $2,471-67.2% | $3,680-78.0% | $2,343-65.4% |
| Participant deferral / active EE | $1,491 | $2,854-47.7% | $3,897-61.7% | $3,332-55.2% |
| Admin fee / account holder | $1,631 | $3,841-57.5% | $5,194-68.6% | $4,645-64.9% |