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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 | $25,277 | $48,053-47.4% | $84,628-70.1% | $72,975-65.4% |
| Participation rate | 22.5% | 57.6%-35.1pp | 68.2%-45.7pp | 69.5%-47.0pp |
| Annual return | 21.17% | 37.39%-16.2pp | 258.80%-237.6pp | 81.01%-59.8pp |
| Employer contribution / active EE | $876 | $1,602-45.3% | $2,653-67.0% | $2,440-64.1% |
| Participant deferral / active EE | $1,578 | $2,681-41.2% | $3,900-59.6% | $3,608-56.3% |
| Admin fee / account holder | $880 | $3,395-74.1% | $4,914-82.1% | $5,124-82.8% |