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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 | $21,199 | $126,113-83.2% | $116,096-81.7% | $155,188-86.3% |
| Participation rate | 68.8% | 75.1%-6.4pp | 73.3%-4.6pp | 80.8%-12.1pp |
| Annual return | 14.53% | 391.72%-377.2pp | 326.25%-311.7pp | 148.84%-134.3pp |
| Employer contribution / active EE | $741 | $2,672-72.3% | $2,503-70.4% | $4,248-82.6% |
| Participant deferral / active EE | $1,977 | $4,162-52.5% | $3,952-50.0% | $6,531-69.7% |
| Admin fee / account holder | $409 | $8,045-94.9% | $7,704-94.7% | $14,480-97.2% |