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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 | $56,063-53.4% | $76,051-65.7% | $80,911-67.7% |
| Participation rate | 32.9% | 62.0%-29.2pp | 69.1%-36.2pp | 67.6%-34.8pp |
| Annual return | 12.41% | 20.54%-8.1pp | 360.42%-348.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $831 | $1,874-55.7% | $2,690-69.1% | $2,756-69.8% |
| Participant deferral / active EE | $2,094 | $3,052-31.4% | $4,257-50.8% | $4,297-51.3% |
| Admin fee / account holder | $1,631 | $5,240-68.9% | $6,416-74.6% | $6,935-76.5% |