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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 | $30,622 | $77,455-60.5% | $151,266-79.8% | $64,340-52.4% |
| Participation rate | 5.4% | 54.0%-48.6pp | 77.0%-71.6pp | 55.2%-49.9pp |
| Annual return | 18.45% | 16.64%+1.8pp | 180.60%-162.1pp | 24.14%-5.7pp |
| Employer contribution / active EE | $565 | $1,920-70.5% | $4,237-86.7% | $1,862-69.6% |
| Participant deferral / active EE | $1,264 | $3,496-63.8% | $7,337-82.8% | $2,980-57.6% |
| Admin fee / account holder | $431 | $2,534-83.0% | $13,159-96.7% | $3,703-88.4% |