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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 | $17,063 | $23,330-26.9% | $64,489-73.5% | $82,448-79.3% |
| Participation rate | 61.2% | 68.3%-7.1pp | 67.7%-6.5pp | 68.1%-6.8pp |
| Annual return | 14.38% | 83.66%-69.3pp | 55.03%-40.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,281 | $824+55.4% | $1,523-15.9% | $2,551-49.8% |
| Participant deferral / active EE | $4,336 | $1,707+154.0% | $2,778+56.1% | $4,139+4.8% |
| Admin fee / account holder | $1,183 | $2,946-59.8% | $4,260-72.2% | $7,234-83.6% |