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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 | $20,379 | $55,713-63.4% | $75,901-73.2% | $72,975-72.1% |
| Participation rate | 39.0% | 61.1%-22.1pp | 69.3%-30.3pp | 69.5%-30.5pp |
| Annual return | 80.79% | 27.60%+53.2pp | 30.76%+50.0pp | 81.01%-0.2pp |
| Employer contribution / active EE | $406 | $1,687-75.9% | $2,501-83.8% | $2,440-83.3% |
| Participant deferral / active EE | $948 | $2,634-64.0% | $3,603-73.7% | $3,608-73.7% |
| Admin fee / account holder | $850 | $3,980-78.7% | $5,420-84.3% | $5,124-83.4% |