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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 | $21,423 | $75,962-71.8% | $154,111-86.1% | $64,173-66.6% |
| Participation rate | 44.9% | 70.4%-25.5pp | 83.0%-38.1pp | 69.6%-24.6pp |
| Annual return | 7.69% | 30.32%-22.6pp | 735.18%-727.5pp | 7.63%+0.1pp |
| Employer contribution / active EE | $514 | $3,350-84.7% | $5,298-90.3% | $2,381-78.4% |
| Participant deferral / active EE | $1,344 | $3,175-57.7% | $5,081-73.5% | $3,470-61.3% |
| Admin fee / account holder | $5,559 | $5,589-0.5% | $13,411-58.5% | $4,887+13.8% |