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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 | $23,515 | $51,638-54.5% | $68,368-65.6% | $82,448-71.5% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 16.33% | 37.53%-21.2pp | 292.57%-276.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $579 | $2,047-71.7% | $2,649-78.1% | $2,551-77.3% |
| Participant deferral / active EE | $1,664 | $2,914-42.9% | $4,123-59.7% | $4,139-59.8% |
| Admin fee / account holder | $1,294 | $4,643-72.1% | $5,150-74.9% | $7,234-82.1% |