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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 | $24,327 | $91,179-73.3% | $178,499-86.4% | $79,852-69.5% |
| Participation rate | 30.9% | 69.2%-38.3pp | 81.9%-51.0pp | 69.6%-38.7pp |
| Annual return | 23.32% | 24.19%-0.9pp | 151.10%-127.8pp | 31.72%-8.4pp |
| Employer contribution / active EE | $703 | $3,256-78.4% | $5,011-86.0% | $2,471-71.6% |
| Participant deferral / active EE | $2,076 | $3,236-35.9% | $5,202-60.1% | $3,740-44.5% |
| Admin fee / account holder | $521 | $6,749-92.3% | $13,986-96.3% | $5,306-90.2% |