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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 | $24,072 | $58,275-58.7% | $81,844-70.6% | $80,935-70.3% |
| Participation rate | 39.6% | 63.5%-23.9pp | 72.4%-32.8pp | 67.7%-28.1pp |
| Annual return | 11.67% | 41.82%-30.1pp | 778.87%-767.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $584 | $2,346-75.1% | $2,916-80.0% | $2,757-78.8% |
| Participant deferral / active EE | $2,494 | $3,285-24.1% | $4,323-42.3% | $4,299-42.0% |
| Admin fee / account holder | $1,891 | $4,749-60.2% | $7,355-74.3% | $6,924-72.7% |