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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 | $27,393 | $53,128-48.4% | $86,582-68.4% | $70,126-60.9% |
| Participation rate | 35.5% | 65.3%-29.8pp | 73.5%-38.0pp | 69.5%-34.0pp |
| Annual return | 13.95% | 27.66%-13.7pp | 965.08%-951.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $812 | $2,068-60.8% | $2,839-71.4% | $2,343-65.3% |
| Participant deferral / active EE | $1,495 | $2,695-44.5% | $3,609-58.6% | $3,332-55.1% |
| Admin fee / account holder | $2,125 | $3,584-40.7% | $4,904-56.7% | $4,645-54.3% |