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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 | $69,873 | $41,151+69.8% | $80,648-13.4% | $71,529-2.3% |
| Participation rate | 29.5% | 50.2%-20.7pp | 67.0%-37.5pp | 67.9%-38.4pp |
| Annual return | 16.01% | 38.49%-22.5pp | 937.21%-921.2pp | 28.97%-13.0pp |
| Employer contribution / active EE | $709 | $1,513-53.1% | $2,724-74.0% | $2,590-72.6% |
| Participant deferral / active EE | $1,692 | $2,700-37.4% | $4,443-61.9% | $4,291-60.6% |
| Admin fee / account holder | $656 | $1,842-64.4% | $5,382-87.8% | $1,588-58.7% |