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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 | $58,241-59.3% | $81,780-71.0% | $80,911-70.7% |
| Participation rate | 40.0% | 63.4%-23.4pp | 72.4%-32.4pp | 67.6%-27.6pp |
| Annual return | 18.46% | 41.73%-23.3pp | 776.27%-757.8pp | 35.63%-17.2pp |
| Employer contribution / active EE | $360 | $2,343-84.6% | $2,914-87.6% | $2,756-86.9% |
| Participant deferral / active EE | $1,315 | $3,283-59.9% | $4,321-69.6% | $4,297-69.4% |
| Admin fee / account holder | $2,636 | $4,973-47.0% | $7,384-64.3% | $6,935-62.0% |