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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 | $23,645 | $61,125-61.3% | $94,057-74.9% | $87,485-73.0% |
| Participation rate | 27.0% | 64.1%-37.1pp | 73.3%-46.4pp | 68.9%-41.9pp |
| Annual return | 20.86% | 35.20%-14.3pp | 480.62%-459.8pp | 26.06%-5.2pp |
| Employer contribution / active EE | $390 | $2,136-81.7% | $2,933-86.7% | $2,596-85.0% |
| Participant deferral / active EE | $1,703 | $3,260-47.8% | $4,709-63.8% | $4,274-60.2% |
| Admin fee / account holder | $307 | $5,629-94.6% | $7,244-95.8% | $7,775-96.1% |