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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 | $23,710 | $58,311-59.3% | $81,882-71.0% | $80,959-70.7% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 18.46% | 41.85%-23.4pp | 779.47%-761.0pp | 35.67%-17.2pp |
| Employer contribution / active EE | $360 | $2,347-84.7% | $2,916-87.7% | $2,757-86.9% |
| Participant deferral / active EE | $1,315 | $3,287-60.0% | $4,323-69.6% | $4,300-69.4% |
| Admin fee / account holder | $2,636 | $4,752-44.5% | $7,360-64.2% | $6,925-61.9% |