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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 | $26,438 | $48,011-44.9% | $63,803-58.6% | $82,637-68.0% |
| Participation rate | 40.9% | 66.6%-25.7pp | 72.7%-31.8pp | 68.1%-27.1pp |
| Annual return | 17.16% | 19.84%-2.7pp | 543.72%-526.6pp | 53.51%-36.3pp |
| Employer contribution / active EE | $619 | $1,904-67.5% | $2,532-75.6% | $2,552-75.8% |
| Participant deferral / active EE | $1,714 | $2,846-39.8% | $3,843-55.4% | $4,126-58.4% |
| Admin fee / account holder | $881 | $3,873-77.3% | $5,196-83.0% | $7,339-88.0% |