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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 | $6,126 | $51,638-88.1% | $68,368-91.0% | $82,448-92.6% |
| Participation rate | 52.0% | 63.6%-11.6pp | 73.8%-21.8pp | 68.1%-16.1pp |
| Annual return | 18.93% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $858 | $2,047-58.1% | $2,649-67.6% | $2,551-66.4% |
| Participant deferral / active EE | $1,113 | $2,914-61.8% | $4,123-73.0% | $4,139-73.1% |
| Admin fee / account holder | $712 | $4,643-84.7% | $5,150-86.2% | $7,234-90.2% |