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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 | $22,975 | $61,125-62.4% | $94,057-75.6% | $87,485-73.7% |
| Participation rate | 48.0% | 64.1%-16.1pp | 73.3%-25.3pp | 68.9%-20.9pp |
| Annual return | 13.53% | 35.20%-21.7pp | 480.62%-467.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $433 | $2,136-79.7% | $2,933-85.2% | $2,596-83.3% |
| Participant deferral / active EE | $929 | $3,260-71.5% | $4,709-80.3% | $4,274-78.3% |
| Admin fee / account holder | $537 | $5,629-90.5% | $7,244-92.6% | $7,775-93.1% |