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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 | $25,232 | $118,877-78.8% | $96,570-73.9% | $167,536-84.9% |
| Participation rate | 63.6% | 75.5%-11.9pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 16.51% | 50.50%-34.0pp | 37.79%-21.3pp | 478.82%-462.3pp |
| Employer contribution / active EE | $517 | $3,121-83.4% | $2,357-78.0% | $4,839-89.3% |
| Participant deferral / active EE | $3,268 | $4,617-29.2% | $3,849-15.1% | $6,342-48.5% |
| Admin fee / account holder | $749 | $8,069-90.7% | $6,182-87.9% | $12,315-93.9% |