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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 | $25,664 | $81,358-68.5% | $155,556-83.5% | $80,959-68.3% |
| Participation rate | 34.8% | 66.3%-31.5pp | 78.2%-43.4pp | 67.7%-32.9pp |
| Annual return | 55.53% | 33.39%+22.1pp | 64.84%-9.3pp | 35.67%+19.9pp |
| Employer contribution / active EE | $942 | $3,106-69.7% | $4,675-79.8% | $2,757-65.8% |
| Participant deferral / active EE | $1,677 | $3,455-51.5% | $5,631-70.2% | $4,300-61.0% |
| Admin fee / account holder | $972 | $7,994-87.8% | $15,885-93.9% | $6,925-86.0% |