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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 | $24,715 | $58,828-58.0% | $78,002-68.3% | $62,881-60.7% |
| Participation rate | 68.3% | 71.1%-2.8pp | 75.5%-7.2pp | 69.3%-1.0pp |
| Annual return | 7.72% | 17.16%-9.4pp | 425.99%-418.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $393 | $1,672-76.5% | $2,470-84.1% | $2,281-82.8% |
| Participant deferral / active EE | $1,757 | $2,686-34.6% | $3,497-49.8% | $3,203-45.2% |
| Admin fee / account holder | $8,809 | $4,393+100.5% | $5,481+60.7% | $4,296+105.1% |