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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 | $22,905 | $84,236-72.8% | $170,435-86.6% | $70,126-67.3% |
| Participation rate | 34.1% | 70.8%-36.7pp | 83.6%-49.5pp | 69.5%-35.4pp |
| Annual return | 21.32% | 23.06%-1.7pp | 205.94%-184.6pp | 73.15%-51.8pp |
| Employer contribution / active EE | $448 | $3,387-86.8% | $5,432-91.8% | $2,343-80.9% |
| Participant deferral / active EE | $1,286 | $3,086-58.3% | $4,939-74.0% | $3,332-61.4% |
| Admin fee / account holder | $1,088 | $5,698-80.9% | $13,881-92.2% | $4,645-76.6% |