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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 | $27,911 | $73,107-61.8% | $114,563-75.6% | $87,485-68.1% |
| Participation rate | 27.7% | 65.8%-38.1pp | 72.9%-45.2pp | 68.9%-41.2pp |
| Annual return | 36.68% | 19.47%+17.2pp | 241.09%-204.4pp | 26.06%+10.6pp |
| Employer contribution / active EE | $985 | $1,881-47.6% | $2,592-62.0% | $2,596-62.1% |
| Participant deferral / active EE | $1,115 | $3,144-64.5% | $4,142-73.1% | $4,274-73.9% |
| Admin fee / account holder | $2,548 | $5,770-55.8% | $7,623-66.6% | $7,775-67.2% |