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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 | $23,325 | $61,125-61.8% | $94,057-75.2% | $87,485-73.3% |
| Participation rate | 53.4% | 64.1%-10.6pp | 73.3%-19.9pp | 68.9%-15.5pp |
| Annual return | 16.34% | 35.20%-18.9pp | 480.62%-464.3pp | 26.06%-9.7pp |
| Employer contribution / active EE | $973 | $2,136-54.5% | $2,933-66.8% | $2,596-62.5% |
| Participant deferral / active EE | $1,504 | $3,260-53.9% | $4,709-68.1% | $4,274-64.8% |
| Admin fee / account holder | $1,830 | $5,629-67.5% | $7,244-74.7% | $7,775-76.5% |