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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 | $58,275-67.4% | $81,844-76.8% | $80,935-76.5% |
| Participation rate | 62.8% | 63.5%-0.7pp | 72.4%-9.6pp | 67.7%-4.9pp |
| Annual return | 11.75% | 41.82%-30.1pp | 778.87%-767.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $503 | $2,346-78.6% | $2,916-82.8% | $2,757-81.8% |
| Participant deferral / active EE | $2,967 | $3,285-9.7% | $4,323-31.4% | $4,299-31.0% |
| Admin fee / account holder | $524 | $4,749-89.0% | $7,355-92.9% | $6,924-92.4% |