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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 | $26,473 | $78,690-66.4% | $161,489-83.6% | $87,485-69.7% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 14.75% | 32.74%-18.0pp | 89.72%-75.0pp | 26.06%-11.3pp |
| Employer contribution / active EE | $517 | $2,588-80.0% | $4,268-87.9% | $2,596-80.1% |
| Participant deferral / active EE | $1,325 | $3,311-60.0% | $5,630-76.5% | $4,274-69.0% |
| Admin fee / account holder | $805 | $6,724-88.0% | $16,006-95.0% | $7,775-89.6% |