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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 | $5,901 | $23,330-74.7% | $64,489-90.8% | $82,448-92.8% |
| Participation rate | 63.9% | 68.3%-4.4pp | 67.7%-3.8pp | 68.1%-4.2pp |
| Annual return | 20.99% | 83.66%-62.7pp | 55.03%-34.0pp | 41.64%-20.7pp |
| Employer contribution / active EE | $647 | $824-21.5% | $1,523-57.5% | $2,551-74.6% |
| Participant deferral / active EE | $1,693 | $1,707-0.8% | $2,778-39.1% | $4,139-59.1% |
| Admin fee / account holder | $2,203 | $2,946-25.2% | $4,260-48.3% | $7,234-69.6% |