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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 | $25,309 | $61,125-58.6% | $94,057-73.1% | $87,485-71.1% |
| Participation rate | 38.5% | 64.1%-25.6pp | 73.3%-34.9pp | 68.9%-30.5pp |
| Annual return | 18.49% | 35.20%-16.7pp | 480.62%-462.1pp | 26.06%-7.6pp |
| Employer contribution / active EE | $543 | $2,136-74.6% | $2,933-81.5% | $2,596-79.1% |
| Participant deferral / active EE | $1,003 | $3,260-69.2% | $4,709-78.7% | $4,274-76.5% |
| Admin fee / account holder | $778 | $5,629-86.2% | $7,244-89.3% | $7,775-90.0% |