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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 | $27,609 | $102,632-73.1% | $81,988-66.3% | $158,950-82.6% |
| Participation rate | 64.3% | 75.5%-11.2pp | 69.3%-5.0pp | 82.0%-17.7pp |
| Annual return | 14.70% | 61.05%-46.4pp | 41.31%-26.6pp | 302.91%-288.2pp |
| Employer contribution / active EE | $565 | $3,241-82.6% | $2,498-77.4% | $4,762-88.1% |
| Participant deferral / active EE | $1,740 | $4,649-62.6% | $3,722-53.2% | $5,983-70.9% |
| Admin fee / account holder | $504 | $8,237-93.9% | $5,665-91.1% | $11,248-95.5% |