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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 | $39,048 | $112,596-65.3% | $152,301-74.4% | $64,728-39.7% |
| Participation rate | 21.9% | 63.6%-41.7pp | 82.4%-60.5pp | 57.9%-36.0pp |
| Annual return | 17.77% | 23.76%-6.0pp | 80.50%-62.7pp | 49.38%-31.6pp |
| Employer contribution / active EE | $514 | $3,716-86.2% | $4,624-88.9% | $2,243-77.1% |
| Participant deferral / active EE | $936 | $6,075-84.6% | $8,004-88.3% | $2,729-65.7% |
| Admin fee / account holder | $6,356 | $996+538.0% | $14,398-55.9% | $1,145+455.1% |