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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 | $26,538 | $68,681-61.4% | $86,615-69.4% | $85,847-69.1% |
| Participation rate | 46.0% | 66.4%-20.3pp | 71.6%-25.6pp | 69.3%-23.3pp |
| Annual return | 12.42% | 20.12%-7.7pp | 63.51%-51.1pp | 318.61%-306.2pp |
| Employer contribution / active EE | $523 | $1,880-72.2% | $2,496-79.0% | $2,565-79.6% |
| Participant deferral / active EE | $2,525 | $2,919-13.5% | $3,699-31.7% | $3,952-36.1% |
| Admin fee / account holder | $562 | $5,974-90.6% | $5,830-90.4% | $6,261-91.0% |