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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 | $24,264 | $95,406-74.6% | $185,849-86.9% | $85,847-71.7% |
| Participation rate | 53.5% | 68.8%-15.3pp | 81.7%-28.2pp | 69.3%-15.8pp |
| Annual return | 17.87% | 23.59%-5.7pp | 122.10%-104.2pp | 318.61%-300.7pp |
| Employer contribution / active EE | $575 | $3,314-82.7% | $5,169-88.9% | $2,565-77.6% |
| Participant deferral / active EE | $2,232 | $3,424-34.8% | $5,569-59.9% | $3,952-43.5% |
| Admin fee / account holder | $2,429 | $7,214-66.3% | $16,244-85.0% | $6,261-61.2% |