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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 | $17,993 | $51,638-65.2% | $68,368-73.7% | $82,448-78.2% |
| Participation rate | 34.2% | 63.6%-29.4pp | 73.8%-39.5pp | 68.1%-33.9pp |
| Annual return | 24.50% | 37.53%-13.0pp | 292.57%-268.1pp | 41.64%-17.1pp |
| Employer contribution / active EE | $784 | $2,047-61.7% | $2,649-70.4% | $2,551-69.3% |
| Participant deferral / active EE | $1,862 | $2,914-36.1% | $4,123-54.8% | $4,139-55.0% |
| Admin fee / account holder | $517 | $4,643-88.9% | $5,150-90.0% | $7,234-92.9% |