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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 | $28,477 | $51,638-44.9% | $68,368-58.3% | $82,448-65.5% |
| Participation rate | 22.4% | 63.6%-41.2pp | 73.8%-51.3pp | 68.1%-45.7pp |
| Annual return | 17.00% | 37.53%-20.5pp | 292.57%-275.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $383 | $2,047-81.3% | $2,649-85.5% | $2,551-85.0% |
| Participant deferral / active EE | $834 | $2,914-71.4% | $4,123-79.8% | $4,139-79.8% |
| Admin fee / account holder | $940 | $4,643-79.8% | $5,150-81.8% | $7,234-87.0% |