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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 | $24,536 | $51,638-52.5% | $68,368-64.1% | $82,448-70.2% |
| Participation rate | 29.4% | 63.6%-34.2pp | 73.8%-44.3pp | 68.1%-38.7pp |
| Annual return | 21.51% | 37.53%-16.0pp | 292.57%-271.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $825 | $2,047-59.7% | $2,649-68.9% | $2,551-67.7% |
| Participant deferral / active EE | $1,426 | $2,914-51.1% | $4,123-65.4% | $4,139-65.6% |
| Admin fee / account holder | $803 | $4,643-82.7% | $5,150-84.4% | $7,234-88.9% |