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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 | $28,463 | $61,125-53.4% | $94,057-69.7% | $87,485-67.5% |
| Participation rate | 24.2% | 64.1%-39.9pp | 73.3%-49.2pp | 68.9%-44.7pp |
| Annual return | 16.40% | 35.20%-18.8pp | 480.62%-464.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $317 | $2,136-85.2% | $2,933-89.2% | $2,596-87.8% |
| Participant deferral / active EE | $1,029 | $3,260-68.4% | $4,709-78.1% | $4,274-75.9% |
| Admin fee / account holder | $1,843 | $5,629-67.3% | $7,244-74.6% | $7,775-76.3% |