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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 | $27,441 | $51,638-46.9% | $68,368-59.9% | $82,448-66.7% |
| Participation rate | 39.5% | 63.6%-24.1pp | 73.8%-34.2pp | 68.1%-28.5pp |
| Annual return | 25.18% | 37.53%-12.4pp | 292.57%-267.4pp | 41.64%-16.5pp |
| Employer contribution / active EE | $434 | $2,047-78.8% | $2,649-83.6% | $2,551-83.0% |
| Participant deferral / active EE | $851 | $2,914-70.8% | $4,123-79.4% | $4,139-79.4% |
| Admin fee / account holder | $387 | $4,643-91.7% | $5,150-92.5% | $7,234-94.7% |