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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 | $28,145 | $61,125-54.0% | $94,057-70.1% | $87,485-67.8% |
| Participation rate | 29.7% | 64.1%-34.3pp | 73.3%-43.6pp | 68.9%-39.2pp |
| Annual return | 15.45% | 35.20%-19.7pp | 480.62%-465.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $333 | $2,136-84.4% | $2,933-88.6% | $2,596-87.2% |
| Participant deferral / active EE | $1,609 | $3,260-50.7% | $4,709-65.8% | $4,274-62.4% |
| Admin fee / account holder | $1,540 | $5,629-72.6% | $7,244-78.7% | $7,775-80.2% |