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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 | $27,418 | $91,198-69.9% | $178,503-84.6% | $79,856-65.7% |
| Participation rate | 49.3% | 69.2%-19.9pp | 81.9%-32.6pp | 69.6%-20.3pp |
| Annual return | 23.45% | 24.20%-0.8pp | 151.12%-127.7pp | 31.71%-8.3pp |
| Employer contribution / active EE | $494 | $3,257-84.8% | $5,011-90.1% | $2,471-80.0% |
| Participant deferral / active EE | $1,993 | $3,237-38.4% | $5,202-61.7% | $3,741-46.7% |
| Admin fee / account holder | $1,182 | $6,748-82.5% | $13,987-91.5% | $5,306-77.7% |