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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 | $22,656 | $95,406-76.3% | $185,849-87.8% | $85,847-73.6% |
| Participation rate | 43.6% | 68.8%-25.2pp | 81.7%-38.1pp | 69.3%-25.7pp |
| Annual return | 17.23% | 23.59%-6.4pp | 122.10%-104.9pp | 318.61%-301.4pp |
| Employer contribution / active EE | $661 | $3,314-80.0% | $5,169-87.2% | $2,565-74.2% |
| Participant deferral / active EE | $1,555 | $3,424-54.6% | $5,569-72.1% | $3,952-60.7% |
| Admin fee / account holder | $6,991 | $7,214-3.1% | $16,244-57.0% | $6,261+11.7% |