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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 | $28,498 | $61,125-53.4% | $94,057-69.7% | $87,485-67.4% |
| Participation rate | 28.6% | 64.1%-35.5pp | 73.3%-44.8pp | 68.9%-40.4pp |
| Annual return | 16.88% | 35.20%-18.3pp | 480.62%-463.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $366 | $2,136-82.9% | $2,933-87.5% | $2,596-85.9% |
| Participant deferral / active EE | $1,608 | $3,260-50.7% | $4,709-65.9% | $4,274-62.4% |
| Admin fee / account holder | $1,380 | $5,629-75.5% | $7,244-81.0% | $7,775-82.3% |