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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 | $27,050 | $53,128-49.1% | $86,582-68.8% | $70,126-61.4% |
| Participation rate | 52.9% | 65.3%-12.4pp | 73.5%-20.7pp | 69.5%-16.7pp |
| Annual return | 19.39% | 27.66%-8.3pp | 965.08%-945.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $804 | $2,068-61.1% | $2,839-71.7% | $2,343-65.7% |
| Participant deferral / active EE | $1,102 | $2,695-59.1% | $3,609-69.5% | $3,332-66.9% |
| Admin fee / account holder | $1,436 | $3,584-59.9% | $4,904-70.7% | $4,645-69.1% |