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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 | $23,885 | $75,962-68.6% | $154,111-84.5% | $64,173-62.8% |
| Participation rate | 63.0% | 70.4%-7.5pp | 83.0%-20.1pp | 69.6%-6.6pp |
| Annual return | 7.05% | 30.32%-23.3pp | 735.18%-728.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $465 | $3,350-86.1% | $5,298-91.2% | $2,381-80.5% |
| Participant deferral / active EE | $1,359 | $3,175-57.2% | $5,081-73.2% | $3,470-60.8% |
| Admin fee / account holder | $3,699 | $5,589-33.8% | $13,411-72.4% | $4,887-24.3% |