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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 | $19,341 | $83,337-76.8% | $67,834-71.5% | $273,972-92.9% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 5.50% | 259.45%-253.9pp | 138.47%-133.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $861 | $3,287-73.8% | $2,403-64.2% | $4,869-82.3% |
| Participant deferral / active EE | $2,390 | $4,088-41.5% | $3,160-24.4% | $5,287-54.8% |
| Admin fee / account holder | $747 | $6,752-88.9% | $4,622-83.8% | $10,133-92.6% |