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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 | $23,041 | $58,311-60.5% | $81,882-71.9% | $80,959-71.5% |
| Participation rate | 34.3% | 63.5%-29.2pp | 72.4%-38.1pp | 67.7%-33.4pp |
| Annual return | 11.19% | 41.85%-30.7pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $380 | $2,347-83.8% | $2,916-87.0% | $2,757-86.2% |
| Participant deferral / active EE | $1,680 | $3,287-48.9% | $4,323-61.1% | $4,300-60.9% |
| Admin fee / account holder | $511 | $4,752-89.3% | $7,360-93.1% | $6,925-92.6% |