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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 | $27,342 | $77,638-64.8% | $156,551-82.5% | $62,881-56.5% |
| Participation rate | 32.2% | 71.2%-39.0pp | 84.0%-51.8pp | 69.3%-37.1pp |
| Annual return | 6.77% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $536 | $3,444-84.4% | $5,501-90.3% | $2,281-76.5% |
| Participant deferral / active EE | $1,545 | $3,046-49.3% | $4,871-68.3% | $3,203-51.8% |
| Admin fee / account holder | $699 | $5,561-87.4% | $13,028-94.6% | $4,296-83.7% |