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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 | $23,574 | $61,125-61.4% | $94,057-74.9% | $87,485-73.1% |
| Participation rate | 32.7% | 64.1%-31.4pp | 73.3%-40.7pp | 68.9%-36.2pp |
| Annual return | 18.56% | 35.20%-16.6pp | 480.62%-462.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $313 | $2,136-85.3% | $2,933-89.3% | $2,596-87.9% |
| Participant deferral / active EE | $1,044 | $3,260-68.0% | $4,709-77.8% | $4,274-75.6% |
| Admin fee / account holder | $739 | $5,629-86.9% | $7,244-89.8% | $7,775-90.5% |