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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 | $27,594 | $103,000-73.2% | $90,300-69.4% | $152,885-82.0% |
| Participation rate | 59.1% | 75.9%-16.8pp | 73.3%-14.2pp | 82.5%-23.4pp |
| Annual return | 16.02% | 95.19%-79.2pp | 78.11%-62.1pp | 345.39%-329.4pp |
| Employer contribution / active EE | $323 | $3,138-89.7% | $2,854-88.7% | $4,763-93.2% |
| Participant deferral / active EE | $1,321 | $4,281-69.1% | $3,884-66.0% | $5,851-77.4% |
| Admin fee / account holder | $1,101 | $6,173-82.2% | $5,353-79.4% | $11,598-90.5% |