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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 | $27,255 | $62,592-56.5% | $85,709-68.2% | $85,847-68.3% |
| Participation rate | 56.3% | 61.1%-4.9pp | 69.9%-13.6pp | 69.3%-13.1pp |
| Annual return | 13.16% | 23.77%-10.6pp | 21.49%-8.3pp | 318.61%-305.4pp |
| Employer contribution / active EE | $663 | $1,755-62.2% | $2,619-74.7% | $2,565-74.2% |
| Participant deferral / active EE | $1,052 | $2,802-62.4% | $3,924-73.2% | $3,952-73.4% |
| Admin fee / account holder | $1,212 | $4,643-73.9% | $6,876-82.4% | $6,261-80.6% |