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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 | $21,294 | $58,275-63.5% | $81,844-74.0% | $80,935-73.7% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.4%-16.4pp | 67.7%-11.7pp |
| Annual return | 16.85% | 41.82%-25.0pp | 778.87%-762.0pp | 35.66%-18.8pp |
| Employer contribution / active EE | $588 | $2,346-74.9% | $2,916-79.8% | $2,757-78.7% |
| Participant deferral / active EE | $3,351 | $3,285+2.0% | $4,323-22.5% | $4,299-22.1% |
| Admin fee / account holder | $4,892 | $4,749+3.0% | $7,355-33.5% | $6,924-29.4% |