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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 | $24,400 | $77,157-68.4% | $108,405-77.5% | $85,847-71.6% |
| Participation rate | 63.0% | 74.7%-11.7pp | 80.1%-17.2pp | 69.3%-6.4pp |
| Annual return | 16.60% | 44.55%-28.0pp | 905.55%-888.9pp | 318.61%-302.0pp |
| Employer contribution / active EE | $606 | $2,379-74.5% | $3,559-83.0% | $2,565-76.4% |
| Participant deferral / active EE | $2,597 | $5,567-53.4% | $6,563-60.4% | $3,952-34.3% |
| Admin fee / account holder | $2,983 | $5,174-42.3% | $7,297-59.1% | $6,261-52.3% |