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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 | $28,559 | $51,638-44.7% | $68,368-58.2% | $82,448-65.4% |
| Participation rate | 33.7% | 63.6%-29.9pp | 73.8%-40.0pp | 68.1%-34.4pp |
| Annual return | 15.03% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $480 | $2,047-76.6% | $2,649-81.9% | $2,551-81.2% |
| Participant deferral / active EE | $634 | $2,914-78.2% | $4,123-84.6% | $4,139-84.7% |
| Admin fee / account holder | $1,348 | $4,643-71.0% | $5,150-73.8% | $7,234-81.4% |