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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 | $24,285 | $75,962-68.0% | $154,108-84.2% | $64,173-62.2% |
| Participation rate | 62.5% | 70.4%-7.9pp | 83.0%-20.5pp | 69.6%-7.1pp |
| Annual return | 6.10% | 30.32%-24.2pp | 735.21%-729.1pp | 7.63%-1.5pp |
| Employer contribution / active EE | $491 | $3,350-85.3% | $5,298-90.7% | $2,381-79.4% |
| Participant deferral / active EE | $1,645 | $3,175-48.2% | $5,081-67.6% | $3,470-52.6% |
| Admin fee / account holder | $1,022 | $5,589-81.7% | $13,411-92.4% | $4,887-79.1% |