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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 | $28,358 | $58,275-51.3% | $81,844-65.4% | $80,935-65.0% |
| Participation rate | 60.9% | 63.5%-2.5pp | 72.4%-11.4pp | 67.7%-6.7pp |
| Annual return | 12.49% | 41.82%-29.3pp | 778.87%-766.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $460 | $2,346-80.4% | $2,916-84.2% | $2,757-83.3% |
| Participant deferral / active EE | $877 | $3,285-73.3% | $4,323-79.7% | $4,299-79.6% |
| Admin fee / account holder | $1,622 | $4,749-65.8% | $7,355-77.9% | $6,924-76.6% |