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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 | $25,344 | $55,930-54.7% | $76,089-66.7% | $80,925-68.7% |
| Participation rate | 12.1% | 62.1%-49.9pp | 69.1%-57.0pp | 67.7%-55.5pp |
| Annual return | 13.97% | 20.58%-6.6pp | 360.94%-347.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $546 | $1,866-70.7% | $2,690-79.7% | $2,756-80.2% |
| Participant deferral / active EE | $1,590 | $3,051-47.9% | $4,259-62.7% | $4,299-63.0% |
| Admin fee / account holder | $2,379 | $5,241-54.6% | $6,418-62.9% | $6,940-65.7% |