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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 | $61,125-61.5% | $94,057-75.0% | $87,485-73.1% |
| Participation rate | 60.0% | 64.1%-4.1pp | 73.3%-13.3pp | 68.9%-8.9pp |
| Annual return | 16.33% | 35.20%-18.9pp | 480.62%-464.3pp | 26.06%-9.7pp |
| Employer contribution / active EE | $579 | $2,136-72.9% | $2,933-80.3% | $2,596-77.7% |
| Participant deferral / active EE | $1,664 | $3,260-49.0% | $4,709-64.7% | $4,274-61.1% |
| Admin fee / account holder | $1,294 | $5,629-77.0% | $7,244-82.1% | $7,775-83.4% |