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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 | $31,200 | $77,908-60.0% | $149,696-79.2% | $75,173-58.5% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 17.99% | 31.73%-13.7pp | 134.46%-116.5pp | 160.72%-142.7pp |
| Employer contribution / active EE | $470 | $3,138-85.0% | $4,821-90.2% | $2,671-82.4% |
| Participant deferral / active EE | $1,939 | $3,411-43.1% | $5,682-65.9% | $4,126-53.0% |
| Admin fee / account holder | $943 | $5,950-84.2% | $13,212-92.9% | $5,651-83.3% |