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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 | $24,671 | $49,976-50.6% | $66,674-63.0% | $82,637-70.1% |
| Participation rate | 30.0% | 63.1%-33.1pp | 73.7%-43.7pp | 68.1%-38.1pp |
| Annual return | 16.31% | 39.09%-22.8pp | 321.24%-304.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $931 | $1,988-53.2% | $2,620-64.5% | $2,552-63.5% |
| Participant deferral / active EE | $1,271 | $2,847-55.4% | $4,084-68.9% | $4,126-69.2% |
| Admin fee / account holder | $914 | $4,594-80.1% | $5,098-82.1% | $7,339-87.5% |