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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 | $24,661 | $95,406-74.2% | $185,849-86.7% | $85,847-71.3% |
| Participation rate | 59.6% | 68.8%-9.2pp | 81.7%-22.1pp | 69.3%-9.7pp |
| Annual return | 12.78% | 23.59%-10.8pp | 122.10%-109.3pp | 318.61%-305.8pp |
| Employer contribution / active EE | $423 | $3,314-87.2% | $5,169-91.8% | $2,565-83.5% |
| Participant deferral / active EE | $1,324 | $3,424-61.3% | $5,569-76.2% | $3,952-66.5% |
| Admin fee / account holder | $1,691 | $7,214-76.6% | $16,244-89.6% | $6,261-73.0% |