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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 | $27,156 | $99,652-72.7% | $78,778-65.5% | $147,586-81.6% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 24.82% | 47.28%-22.5pp | 35.62%-10.8pp | 578.59%-553.8pp |
| Employer contribution / active EE | $710 | $2,796-74.6% | $1,986-64.2% | $4,876-85.4% |
| Participant deferral / active EE | $3,099 | $3,664-15.4% | $2,958+4.8% | $5,439-43.0% |
| Admin fee / account holder | $507 | $7,155-92.9% | $5,134-90.1% | $10,886-95.3% |