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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 | $24,457 | $85,171-71.3% | $172,753-85.8% | $72,976-66.5% |
| Participation rate | 26.6% | 70.1%-43.5pp | 82.6%-56.1pp | 69.5%-42.9pp |
| Annual return | 16.78% | 27.32%-10.5pp | 803.00%-786.2pp | 81.02%-64.2pp |
| Employer contribution / active EE | $428 | $3,324-87.1% | $5,144-91.7% | $2,440-82.4% |
| Participant deferral / active EE | $1,004 | $3,260-69.2% | $5,198-80.7% | $3,608-72.2% |
| Admin fee / account holder | $504 | $5,880-91.4% | $13,956-96.4% | $5,124-90.2% |