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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 | $26,356 | $53,063-50.3% | $124,206-78.8% | $82,637-68.1% |
| Participation rate | 14.3% | 58.4%-44.1pp | 69.6%-55.3pp | 68.1%-53.8pp |
| Annual return | 32.88% | 68.87%-36.0pp | 515.27%-482.4pp | 53.51%-20.6pp |
| Employer contribution / active EE | $332 | $1,530-78.3% | $3,540-90.6% | $2,552-87.0% |
| Participant deferral / active EE | $1,212 | $2,644-54.2% | $3,968-69.4% | $4,126-70.6% |
| Admin fee / account holder | $867 | $4,281-79.7% | $5,929-85.4% | $7,339-88.2% |