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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 | $21,083 | $61,125-65.5% | $94,057-77.6% | $87,485-75.9% |
| Participation rate | 44.8% | 64.1%-19.2pp | 73.3%-28.5pp | 68.9%-24.1pp |
| Annual return | 13.84% | 35.20%-21.4pp | 480.62%-466.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $705 | $2,136-67.0% | $2,933-76.0% | $2,596-72.9% |
| Participant deferral / active EE | $973 | $3,260-70.2% | $4,709-79.3% | $4,274-77.2% |
| Admin fee / account holder | $445 | $5,629-92.1% | $7,244-93.9% | $7,775-94.3% |