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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 | $27,327 | $65,041-58.0% | $90,965-70.0% | $79,858-65.8% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.0%-24.6pp | 69.6%-25.2pp |
| Annual return | 13.69% | 30.45%-16.8pp | 134.57%-120.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $267 | $1,247-78.6% | $2,122-87.4% | $2,471-89.2% |
| Participant deferral / active EE | $1,481 | $2,512-41.1% | $3,373-56.1% | $3,740-60.4% |
| Admin fee / account holder | $9,656 | $4,536+112.9% | $5,960+62.0% | $5,306+82.0% |