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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 | $24,253 | $58,828-58.8% | $78,002-68.9% | $62,881-61.4% |
| Participation rate | 65.7% | 71.1%-5.3pp | 75.5%-9.8pp | 69.3%-3.6pp |
| Annual return | 7.74% | 17.16%-9.4pp | 425.99%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $883 | $1,672-47.2% | $2,470-64.2% | $2,281-61.3% |
| Participant deferral / active EE | $2,286 | $2,686-14.9% | $3,497-34.6% | $3,203-28.6% |
| Admin fee / account holder | $1,037 | $4,393-76.4% | $5,481-81.1% | $4,296-75.9% |