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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 | $27,588 | $63,342-56.4% | $92,236-70.1% | $70,131-60.7% |
| Participation rate | 25.8% | 68.7%-42.9pp | 76.5%-50.7pp | 69.5%-43.8pp |
| Annual return | 18.36% | 530.15%-511.8pp | 176.29%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $648 | $2,471-73.8% | $3,679-82.4% | $2,342-72.4% |
| Participant deferral / active EE | $1,178 | $2,854-58.7% | $3,897-69.8% | $3,332-64.6% |
| Admin fee / account holder | $1,932 | $3,840-49.7% | $5,194-62.8% | $4,645-58.4% |