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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 | $51,638-44.9% | $68,368-58.4% | $82,448-65.5% |
| Participation rate | 24.2% | 63.6%-39.4pp | 73.8%-49.6pp | 68.1%-43.9pp |
| Annual return | 16.40% | 37.53%-21.1pp | 292.57%-276.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $317 | $2,047-84.5% | $2,649-88.0% | $2,551-87.6% |
| Participant deferral / active EE | $1,029 | $2,914-64.7% | $4,123-75.0% | $4,139-75.1% |
| Admin fee / account holder | $1,843 | $4,643-60.3% | $5,150-64.2% | $7,234-74.5% |