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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 | $21,885 | $61,125-64.2% | $94,057-76.7% | $87,485-75.0% |
| Participation rate | 20.0% | 64.1%-44.1pp | 73.3%-53.3pp | 68.9%-48.9pp |
| Annual return | 26.04% | 35.20%-9.2pp | 480.62%-454.6pp | 26.06%0pp |
| Employer contribution / active EE | $295 | $2,136-86.2% | $2,933-89.9% | $2,596-88.6% |
| Participant deferral / active EE | $797 | $3,260-75.5% | $4,709-83.1% | $4,274-81.3% |
| Admin fee / account holder | $4,487 | $5,629-20.3% | $7,244-38.1% | $7,775-42.3% |