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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 | $27,235 | $51,638-47.3% | $68,368-60.2% | $82,448-67.0% |
| Participation rate | 60.9% | 63.6%-2.7pp | 73.8%-12.9pp | 68.1%-7.2pp |
| Annual return | 18.05% | 37.53%-19.5pp | 292.57%-274.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $654 | $2,047-68.1% | $2,649-75.3% | $2,551-74.4% |
| Participant deferral / active EE | $2,276 | $2,914-21.9% | $4,123-44.8% | $4,139-45.0% |
| Admin fee / account holder | $967 | $4,643-79.2% | $5,150-81.2% | $7,234-86.6% |