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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 | $25,934 | $38,365-32.4% | $84,637-69.4% | $65,186-60.2% |
| Participation rate | 50.0% | 55.7%-5.7pp | 68.2%-18.2pp | 70.2%-20.2pp |
| Annual return | 20.13% | 32.00%-11.9pp | 258.82%-238.7pp | 29.39%-9.3pp |
| Employer contribution / active EE | $718 | $1,258-42.9% | $2,653-72.9% | $2,177-67.0% |
| Participant deferral / active EE | $2,277 | $2,2780% | $3,900-41.6% | $3,514-35.2% |
| Admin fee / account holder | $639 | $451+41.6% | $4,914-87.0% | $847-24.6% |