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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 | $21,429 | $52,519-59.2% | $155,789-86.2% | $59,633-64.1% |
| Participation rate | 56.7% | 61.7%-5.0pp | 76.1%-19.4pp | 68.7%-12.0pp |
| Annual return | 11.07% | 53.51%-42.4pp | 71.54%-60.5pp | 2041.45%-2030.4pp |
| Employer contribution / active EE | $224 | $1,589-85.9% | $3,839-94.2% | $2,203-89.8% |
| Participant deferral / active EE | $1,359 | $3,084-55.9% | $4,798-71.7% | $3,192-57.4% |
| Admin fee / account holder | $1,161 | $3,540-67.2% | $7,477-84.5% | $4,297-73.0% |