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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 | $27,535 | $95,415-71.1% | $185,851-85.2% | $85,851-67.9% |
| Participation rate | 44.8% | 68.8%-23.9pp | 81.7%-36.9pp | 69.3%-24.5pp |
| Annual return | 15.84% | 23.59%-7.7pp | 122.11%-106.3pp | 318.63%-302.8pp |
| Employer contribution / active EE | $474 | $3,314-85.7% | $5,168-90.8% | $2,565-81.5% |
| Participant deferral / active EE | $1,462 | $3,424-57.3% | $5,569-73.7% | $3,952-63.0% |
| Admin fee / account holder | $570 | $7,215-92.1% | $16,245-96.5% | $6,261-90.9% |