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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 | $18,991 | $58,241-67.4% | $81,780-76.8% | $80,911-76.5% |
| Participation rate | 62.8% | 63.4%-0.7pp | 72.4%-9.6pp | 67.6%-4.9pp |
| Annual return | 11.75% | 41.73%-30.0pp | 776.27%-764.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $503 | $2,343-78.5% | $2,914-82.7% | $2,756-81.8% |
| Participant deferral / active EE | $2,967 | $3,283-9.6% | $4,321-31.3% | $4,297-30.9% |
| Admin fee / account holder | $524 | $4,973-89.5% | $7,384-92.9% | $6,935-92.4% |