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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 | $61,125-55.1% | $94,057-70.8% | $87,485-68.6% |
| Participation rate | 39.5% | 64.1%-24.5pp | 73.3%-33.8pp | 68.9%-29.4pp |
| Annual return | 25.18% | 35.20%-10.0pp | 480.62%-455.4pp | 26.06%-0.9pp |
| Employer contribution / active EE | $434 | $2,136-79.7% | $2,933-85.2% | $2,596-83.3% |
| Participant deferral / active EE | $851 | $3,260-73.9% | $4,709-81.9% | $4,274-80.1% |
| Admin fee / account holder | $387 | $5,629-93.1% | $7,244-94.7% | $7,775-95.0% |