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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 | $26,398 | $108,882-75.8% | $96,754-72.7% | $154,746-82.9% |
| Participation rate | 30.0% | 75.1%-45.1pp | 70.3%-40.3pp | 80.7%-50.7pp |
| Annual return | 19.11% | 98.39%-79.3pp | 82.04%-62.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $479 | $3,018-84.1% | $2,679-82.1% | $4,379-89.1% |
| Participant deferral / active EE | $1,183 | $5,323-77.8% | $4,758-75.1% | $6,730-82.4% |
| Admin fee / account holder | $3,745 | $10,200-63.3% | $8,905-57.9% | $14,365-73.9% |