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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 | $61,125-59.9% | $94,057-73.9% | $87,485-72.0% |
| Participation rate | 29.4% | 64.1%-34.7pp | 73.3%-43.9pp | 68.9%-39.5pp |
| Annual return | 21.51% | 35.20%-13.7pp | 480.62%-459.1pp | 26.06%-4.5pp |
| Employer contribution / active EE | $825 | $2,136-61.4% | $2,933-71.9% | $2,596-68.2% |
| Participant deferral / active EE | $1,426 | $3,260-56.3% | $4,709-69.7% | $4,274-66.6% |
| Admin fee / account holder | $803 | $5,629-85.7% | $7,244-88.9% | $7,775-89.7% |