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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 | $23,383 | $55,902-58.2% | $76,030-69.2% | $80,959-71.1% |
| Participation rate | 37.3% | 62.1%-24.8pp | 69.1%-31.8pp | 67.7%-30.4pp |
| Annual return | 11.66% | 20.59%-8.9pp | 361.54%-349.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $736 | $1,867-60.6% | $2,688-72.6% | $2,757-73.3% |
| Participant deferral / active EE | $2,727 | $3,051-10.6% | $4,257-35.9% | $4,300-36.6% |
| Admin fee / account holder | $2,234 | $5,239-57.4% | $6,421-65.2% | $6,925-67.7% |