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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 | $27,581 | $89,367-69.1% | $141,191-80.5% | $72,975-62.2% |
| Participation rate | 48.8% | 75.1%-26.3pp | 82.5%-33.6pp | 69.5%-20.7pp |
| Annual return | 24.72% | 111.87%-87.2pp | 71.41%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $932 | $3,115-70.1% | $4,736-80.3% | $2,440-61.8% |
| Participant deferral / active EE | $2,371 | $5,419-56.2% | $6,710-64.7% | $3,608-34.3% |
| Admin fee / account holder | $351 | $5,957-94.1% | $10,264-96.6% | $5,124-93.2% |