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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 | $20,551 | $63,346-67.6% | $92,240-77.7% | $70,126-70.7% |
| Participation rate | 35.5% | 68.7%-33.2pp | 76.5%-41.0pp | 69.5%-34.1pp |
| Annual return | 13.99% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $543 | $2,471-78.0% | $3,680-85.2% | $2,343-76.8% |
| Participant deferral / active EE | $1,192 | $2,854-58.2% | $3,897-69.4% | $3,332-64.2% |
| Admin fee / account holder | $407 | $3,841-89.4% | $5,194-92.2% | $4,645-91.2% |