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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 | $24,042 | $78,690-69.4% | $161,489-85.1% | $87,485-72.5% |
| Participation rate | 31.0% | 67.5%-36.4pp | 78.7%-47.7pp | 68.9%-37.9pp |
| Annual return | 23.56% | 32.74%-9.2pp | 89.72%-66.2pp | 26.06%-2.5pp |
| Employer contribution / active EE | $761 | $2,588-70.6% | $4,268-82.2% | $2,596-70.7% |
| Participant deferral / active EE | $1,251 | $3,311-62.2% | $5,630-77.8% | $4,274-70.7% |
| Admin fee / account holder | $657 | $6,724-90.2% | $16,006-95.9% | $7,775-91.6% |