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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 | $5,952 | $23,330-74.5% | $64,489-90.8% | $82,448-92.8% |
| Participation rate | 46.8% | 68.3%-21.5pp | 67.7%-20.9pp | 68.1%-21.2pp |
| Annual return | 17.31% | 83.66%-66.3pp | 55.03%-37.7pp | 41.64%-24.3pp |
| Employer contribution / active EE | $528 | $824-36.0% | $1,523-65.3% | $2,551-79.3% |
| Participant deferral / active EE | $1,179 | $1,707-30.9% | $2,778-57.5% | $4,139-71.5% |
| Admin fee / account holder | $1,020 | $2,946-65.4% | $4,260-76.1% | $7,234-85.9% |