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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 | $77,814-66.0% | $158,223-83.3% | $86,983-69.6% |
| Participation rate | 50.0% | 68.4%-18.4pp | 79.2%-29.2pp | 69.5%-19.5pp |
| Annual return | 14.75% | 30.54%-15.8pp | 52.09%-37.3pp | 25.83%-11.1pp |
| Employer contribution / active EE | $517 | $2,592-80.1% | $4,109-87.4% | $2,584-80.0% |
| Participant deferral / active EE | $1,325 | $3,270-59.5% | $5,467-75.8% | $4,194-68.4% |
| Admin fee / account holder | $805 | $5,879-86.3% | $16,047-95.0% | $7,856-89.8% |