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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 | $20,263 | $58,311-65.2% | $81,882-75.3% | $80,959-75.0% |
| Participation rate | 40.5% | 63.5%-22.9pp | 72.4%-31.8pp | 67.7%-27.1pp |
| Annual return | 14.35% | 41.85%-27.5pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $857 | $2,347-63.5% | $2,916-70.6% | $2,757-68.9% |
| Participant deferral / active EE | $2,084 | $3,287-36.6% | $4,323-51.8% | $4,300-51.5% |
| Admin fee / account holder | $2,902 | $4,752-38.9% | $7,360-60.6% | $6,925-58.1% |