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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 | $29,268 | $56,134-47.9% | $96,171-69.6% | $85,847-65.9% |
| Participation rate | 13.0% | 56.7%-43.7pp | 68.4%-55.4pp | 69.3%-56.3pp |
| Annual return | 18.47% | 42.30%-23.8pp | 192.04%-173.6pp | 318.61%-300.1pp |
| Employer contribution / active EE | $360 | $1,620-77.8% | $2,799-87.1% | $2,565-86.0% |
| Participant deferral / active EE | $1,141 | $2,858-60.1% | $4,350-73.8% | $3,952-71.1% |
| Admin fee / account holder | $1,147 | $3,769-69.6% | $5,538-79.3% | $6,261-81.7% |