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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 | $27,866 | $53,128-47.5% | $86,581-67.8% | $70,124-60.3% |
| Participation rate | 47.0% | 65.3%-18.3pp | 73.5%-26.6pp | 69.5%-22.6pp |
| Annual return | 12.96% | 27.66%-14.7pp | 965.06%-952.1pp | 73.14%-60.2pp |
| Employer contribution / active EE | $377 | $2,068-81.8% | $2,840-86.7% | $2,342-83.9% |
| Participant deferral / active EE | $1,354 | $2,695-49.8% | $3,609-62.5% | $3,332-59.4% |
| Admin fee / account holder | $2,556 | $3,584-28.7% | $4,904-47.9% | $4,645-45.0% |