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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 | $24,586 | $55,902-56.0% | $76,030-67.7% | $80,959-69.6% |
| Participation rate | 40.0% | 62.1%-22.1pp | 69.1%-29.1pp | 67.7%-27.7pp |
| Annual return | 24.37% | 20.59%+3.8pp | 361.54%-337.2pp | 35.67%-11.3pp |
| Employer contribution / active EE | $509 | $1,867-72.7% | $2,688-81.1% | $2,757-81.5% |
| Participant deferral / active EE | $1,562 | $3,051-48.8% | $4,257-63.3% | $4,300-63.7% |
| Admin fee / account holder | $717 | $5,239-86.3% | $6,421-88.8% | $6,925-89.6% |