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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 | $25,309 | $51,638-51.0% | $68,368-63.0% | $82,448-69.3% |
| Participation rate | 38.5% | 63.6%-25.1pp | 73.8%-35.3pp | 68.1%-29.6pp |
| Annual return | 18.49% | 37.53%-19.0pp | 292.57%-274.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $543 | $2,047-73.5% | $2,649-79.5% | $2,551-78.7% |
| Participant deferral / active EE | $1,003 | $2,914-65.6% | $4,123-75.7% | $4,139-75.8% |
| Admin fee / account holder | $778 | $4,643-83.2% | $5,150-84.9% | $7,234-89.2% |