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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 | $27,046 | $43,496-37.8% | $161,489-83.3% | $64,340-58.0% |
| Participation rate | 37.6% | 53.5%-15.9pp | 78.7%-41.1pp | 55.2%-17.7pp |
| Annual return | 16.56% | 20.76%-4.2pp | 89.72%-73.2pp | 24.14%-7.6pp |
| Employer contribution / active EE | $491 | $1,431-65.7% | $4,268-88.5% | $1,862-73.6% |
| Participant deferral / active EE | $1,205 | $1,996-39.6% | $5,630-78.6% | $2,980-59.6% |
| Admin fee / account holder | $802 | $2,330-65.6% | $16,006-95.0% | $3,703-78.3% |