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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 | $5,262 | $24,618-78.6% | $71,585-92.6% | $82,637-93.6% |
| Participation rate | 58.1% | 68.2%-10.1pp | 68.2%-10.1pp | 68.1%-10.0pp |
| Annual return | 20.09% | 93.17%-73.1pp | 59.26%-39.2pp | 53.51%-33.4pp |
| Employer contribution / active EE | $675 | $852-20.8% | $1,669-59.6% | $2,552-73.6% |
| Participant deferral / active EE | $1,479 | $1,720-14.0% | $2,923-49.4% | $4,126-64.1% |
| Admin fee / account holder | $639 | $3,285-80.5% | $4,712-86.4% | $7,339-91.3% |