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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 | $20,160 | $61,815-67.4% | $97,295-79.3% | $80,959-75.1% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.7%-44.1pp | 67.7%-39.1pp |
| Annual return | 11.23% | -558.73%+570.0pp | 75.62%-64.4pp | 35.67%-24.4pp |
| Employer contribution / active EE | $865 | $1,836-52.9% | $2,723-68.2% | $2,757-68.6% |
| Participant deferral / active EE | $1,100 | $3,027-63.7% | $4,264-74.2% | $4,300-74.4% |
| Admin fee / account holder | $698 | $5,166-86.5% | $5,646-87.6% | $6,925-89.9% |