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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 | $20,985 | $34,316-38.8% | $74,722-71.9% | $72,975-71.2% |
| Participation rate | 34.7% | 42.4%-7.7pp | 54.5%-19.8pp | 69.5%-34.8pp |
| Annual return | 26.22% | 26.58%-0.4pp | 753.11%-726.9pp | 81.01%-54.8pp |
| Employer contribution / active EE | $652 | $692-5.7% | $1,084-39.8% | $2,440-73.3% |
| Participant deferral / active EE | $1,477 | $1,272+16.1% | $1,963-24.8% | $3,608-59.1% |
| Admin fee / account holder | $856 | $2,125-59.7% | $3,335-74.3% | $5,124-83.3% |