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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 | $21,003 | $70,684-70.3% | $169,397-87.6% | $75,177-72.1% |
| Participation rate | 51.4% | 64.8%-13.4pp | 77.2%-25.8pp | 67.2%-15.9pp |
| Annual return | 16.09% | 36.38%-20.3pp | 406.23%-390.1pp | 160.75%-144.7pp |
| Employer contribution / active EE | $867 | $2,211-60.8% | $4,013-78.4% | $2,671-67.5% |
| Participant deferral / active EE | $2,072 | $4,310-51.9% | $6,223-66.7% | $4,126-49.8% |
| Admin fee / account holder | $943 | $5,404-82.5% | $9,017-89.5% | $5,651-83.3% |