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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 | $23,733 | $51,638-54.0% | $68,368-65.3% | $82,448-71.2% |
| Participation rate | 27.1% | 63.6%-36.5pp | 73.8%-46.6pp | 68.1%-40.9pp |
| Annual return | 15.43% | 37.53%-22.1pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $535 | $2,047-73.9% | $2,649-79.8% | $2,551-79.0% |
| Participant deferral / active EE | $711 | $2,914-75.6% | $4,123-82.8% | $4,139-82.8% |
| Admin fee / account holder | $1,359 | $4,643-70.7% | $5,150-73.6% | $7,234-81.2% |