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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 | $4,141 | $23,330-82.2% | $64,489-93.6% | $82,448-95.0% |
| Participation rate | 61.4% | 68.3%-6.9pp | 67.7%-6.3pp | 68.1%-6.7pp |
| Annual return | 19.37% | 83.66%-64.3pp | 55.03%-35.7pp | 41.64%-22.3pp |
| Employer contribution / active EE | $480 | $824-41.8% | $1,523-68.5% | $2,551-81.2% |
| Participant deferral / active EE | $1,250 | $1,707-26.8% | $2,778-55.0% | $4,139-69.8% |
| Admin fee / account holder | $364 | $2,946-87.7% | $4,260-91.5% | $7,234-95.0% |