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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 | $29,678 | $48,050-38.2% | $96,754-69.3% | $64,340-53.9% |
| Participation rate | 7.1% | 40.6%-33.5pp | 70.3%-63.2pp | 55.2%-48.2pp |
| Annual return | 25.84% | 23.41%+2.4pp | 82.04%-56.2pp | 24.14%+1.7pp |
| Employer contribution / active EE | $291 | $1,204-75.8% | $2,679-89.1% | $1,862-84.4% |
| Participant deferral / active EE | $603 | $2,191-72.5% | $4,758-87.3% | $2,980-79.8% |
| Admin fee / account holder | $882 | $3,741-76.4% | $8,905-90.1% | $3,703-76.2% |