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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 | $2,664 | $49,976-94.7% | $66,674-96.0% | $82,637-96.8% |
| Participation rate | 58.6% | 63.1%-4.5pp | 73.7%-15.1pp | 68.1%-9.4pp |
| Annual return | 17.80% | 39.09%-21.3pp | 321.24%-303.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $751 | $1,988-62.2% | $2,620-71.3% | $2,552-70.6% |
| Participant deferral / active EE | $782 | $2,847-72.5% | $4,084-80.8% | $4,126-81.0% |
| Admin fee / account holder | $699 | $4,594-84.8% | $5,098-86.3% | $7,339-90.5% |