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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 | $22,614 | $116,167-80.5% | $64,489-64.9% | $137,256-83.5% |
| Participation rate | 42.9% | 68.2%-25.3pp | 67.7%-24.8pp | 80.0%-37.1pp |
| Annual return | 63.98% | 36.55%+27.4pp | 55.03%+9.0pp | 220.34%-156.4pp |
| Employer contribution / active EE | $128 | $2,483-94.8% | $1,523-91.6% | $4,156-96.9% |
| Participant deferral / active EE | $657 | $4,215-84.4% | $2,778-76.4% | $6,407-89.7% |
| Admin fee / account holder | $2,163 | $6,188-65.1% | $4,260-49.2% | $12,270-82.4% |