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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 | $28,814 | $70,684-59.2% | $169,397-83.0% | $75,177-61.7% |
| Participation rate | 41.8% | 64.8%-23.0pp | 77.2%-35.4pp | 67.2%-25.4pp |
| Annual return | 23.62% | 36.38%-12.8pp | 406.23%-382.6pp | 160.75%-137.1pp |
| Employer contribution / active EE | $772 | $2,211-65.1% | $4,013-80.8% | $2,671-71.1% |
| Participant deferral / active EE | $4,147 | $4,310-3.8% | $6,223-33.4% | $4,126+0.5% |
| Admin fee / account holder | $333 | $5,404-93.8% | $9,017-96.3% | $5,651-94.1% |