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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 | $28,104 | $29,736-5.5% | $56,033-49.8% | $80,935-65.3% |
| Participation rate | 19.1% | 41.7%-22.6pp | 52.5%-33.3pp | 67.7%-48.5pp |
| Annual return | 11.08% | 35.28%-24.2pp | 1711.38%-1700.3pp | 35.66%-24.6pp |
| Employer contribution / active EE | $203 | $671-69.8% | $1,041-80.5% | $2,757-92.6% |
| Participant deferral / active EE | $826 | $1,228-32.8% | $1,954-57.7% | $4,299-80.8% |
| Admin fee / account holder | $1,810 | $2,434-25.6% | $2,827-36.0% | $6,924-73.9% |