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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 | $17,279 | $57,140-69.8% | $85,240-79.7% | $80,959-78.7% |
| Participation rate | 30.3% | 56.4%-26.1pp | 67.5%-37.2pp | 67.7%-37.4pp |
| Annual return | 119.85% | 21.71%+98.1pp | 66.75%+53.1pp | 35.67%+84.2pp |
| Employer contribution / active EE | $581 | $1,802-67.7% | $2,735-78.8% | $2,757-78.9% |
| Participant deferral / active EE | $1,099 | $3,115-64.7% | $4,527-75.7% | $4,300-74.5% |
| Admin fee / account holder | $542 | $4,992-89.2% | $6,165-91.2% | $6,925-92.2% |