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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 | $51,638-54.2% | $68,368-65.4% | $82,448-71.3% |
| Participation rate | 27.0% | 63.6%-36.6pp | 73.8%-46.8pp | 68.1%-41.1pp |
| Annual return | 20.86% | 37.53%-16.7pp | 292.57%-271.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $390 | $2,047-80.9% | $2,649-85.3% | $2,551-84.7% |
| Participant deferral / active EE | $1,703 | $2,914-41.5% | $4,123-58.7% | $4,139-58.9% |
| Admin fee / account holder | $307 | $4,643-93.4% | $5,150-94.0% | $7,234-95.8% |