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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 | $24,951 | $51,184-51.3% | $66,439-62.4% | $86,983-71.3% |
| Participation rate | 39.0% | 68.5%-29.5pp | 74.5%-35.5pp | 69.5%-30.5pp |
| Annual return | 15.12% | 17.07%-2.0pp | 757.66%-742.5pp | 25.83%-10.7pp |
| Employer contribution / active EE | $644 | $2,023-68.2% | $2,637-75.6% | $2,584-75.1% |
| Participant deferral / active EE | $1,380 | $2,927-52.9% | $3,876-64.4% | $4,194-67.1% |
| Admin fee / account holder | $552 | $4,154-86.7% | $6,173-91.1% | $7,856-93.0% |