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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 | $22,437 | $55,902-59.9% | $76,030-70.5% | $80,959-72.3% |
| Participation rate | 31.7% | 62.1%-30.4pp | 69.1%-37.4pp | 67.7%-36.0pp |
| Annual return | 11.04% | 20.59%-9.6pp | 361.54%-350.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $657 | $1,867-64.8% | $2,688-75.5% | $2,757-76.2% |
| Participant deferral / active EE | $1,444 | $3,051-52.7% | $4,257-66.1% | $4,300-66.4% |
| Admin fee / account holder | $731 | $5,239-86.0% | $6,421-88.6% | $6,925-89.4% |