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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 | $26,104 | $55,902-53.3% | $76,030-65.7% | $80,959-67.8% |
| Participation rate | 32.9% | 62.1%-29.2pp | 69.1%-36.2pp | 67.7%-34.8pp |
| Annual return | 12.41% | 20.59%-8.2pp | 361.54%-349.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $831 | $1,867-55.5% | $2,688-69.1% | $2,757-69.9% |
| Participant deferral / active EE | $2,094 | $3,051-31.4% | $4,257-50.8% | $4,300-51.3% |
| Admin fee / account holder | $1,631 | $5,239-68.9% | $6,421-74.6% | $6,925-76.4% |