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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 | $26,861 | $72,071-62.7% | $68,368-60.7% | $137,256-80.4% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 13.90% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $646 | $2,788-76.8% | $2,649-75.6% | $4,156-84.5% |
| Participant deferral / active EE | $734 | $4,410-83.4% | $4,123-82.2% | $6,407-88.5% |
| Admin fee / account holder | $1,912 | $5,336-64.2% | $5,150-62.9% | $12,270-84.4% |