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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 | $28,371 | $50,554-43.9% | $67,681-58.1% | $87,485-67.6% |
| Participation rate | 64.0% | 67.7%-3.7pp | 73.7%-9.7pp | 68.9%-4.9pp |
| Annual return | 17.52% | 17.81%-0.3pp | 590.58%-573.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $645 | $1,988-67.5% | $2,678-75.9% | $2,596-75.1% |
| Participant deferral / active EE | $1,926 | $2,961-34.9% | $3,976-51.5% | $4,274-54.9% |
| Admin fee / account holder | $1,662 | $4,132-59.8% | $6,100-72.8% | $7,775-78.6% |