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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 | $26,080 | $49,976-47.8% | $66,674-60.9% | $82,637-68.4% |
| Participation rate | 32.1% | 63.1%-31.0pp | 73.7%-41.5pp | 68.1%-35.9pp |
| Annual return | 14.96% | 39.09%-24.1pp | 321.24%-306.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $618 | $1,988-68.9% | $2,620-76.4% | $2,552-75.8% |
| Participant deferral / active EE | $890 | $2,847-68.7% | $4,084-78.2% | $4,126-78.4% |
| Admin fee / account holder | $550 | $4,594-88.0% | $5,098-89.2% | $7,339-92.5% |