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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 | $31,793 | $46,732-32.0% | $156,551-79.7% | $55,167-42.4% |
| Participation rate | 16.3% | 65.8%-49.5pp | 84.0%-67.7pp | 69.0%-52.7pp |
| Annual return | 9.22% | 17.72%-8.5pp | 32.23%-23.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $475 | $2,105-77.4% | $5,501-91.4% | $1,963-75.8% |
| Participant deferral / active EE | $1,503 | $2,204-31.8% | $4,871-69.1% | $3,054-50.8% |
| Admin fee / account holder | $689 | $418+64.8% | $13,028-94.7% | $504+36.8% |