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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 | $23,035 | $122,962-81.3% | $71,585-67.8% | $138,895-83.4% |
| Participation rate | 30.4% | 68.9%-38.4pp | 68.2%-37.7pp | 79.9%-49.5pp |
| Annual return | 19.74% | 37.84%-18.1pp | 59.26%-39.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $486 | $2,620-81.4% | $1,669-70.9% | $4,194-88.4% |
| Participant deferral / active EE | $784 | $4,311-81.8% | $2,923-73.2% | $6,396-87.7% |
| Admin fee / account holder | $664 | $6,488-89.8% | $4,712-85.9% | $12,562-94.7% |