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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 | $12,952 | $56,134-76.9% | $96,171-86.5% | $85,847-84.9% |
| Participation rate | 55.9% | 56.7%-0.8pp | 68.4%-12.5pp | 69.3%-13.4pp |
| Annual return | 28.69% | 42.30%-13.6pp | 192.04%-163.4pp | 318.61%-289.9pp |
| Employer contribution / active EE | $785 | $1,620-51.6% | $2,799-72.0% | $2,565-69.4% |
| Participant deferral / active EE | $836 | $2,858-70.7% | $4,350-80.8% | $3,952-78.8% |
| Admin fee / account holder | $956 | $3,769-74.6% | $5,538-82.7% | $6,261-84.7% |