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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 | $5,639 | $51,638-89.1% | $68,368-91.8% | $82,448-93.2% |
| Participation rate | 50.7% | 63.6%-12.9pp | 73.8%-23.0pp | 68.1%-17.3pp |
| Annual return | 20.30% | 37.53%-17.2pp | 292.57%-272.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $631 | $2,047-69.2% | $2,649-76.2% | $2,551-75.3% |
| Participant deferral / active EE | $1,377 | $2,914-52.7% | $4,123-66.6% | $4,139-66.7% |
| Admin fee / account holder | $1,822 | $4,643-60.8% | $5,150-64.6% | $7,234-74.8% |