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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 | $27,785 | $77,638-64.2% | $156,551-82.3% | $62,881-55.8% |
| Participation rate | 21.7% | 71.2%-49.5pp | 84.0%-62.3pp | 69.3%-47.6pp |
| Annual return | 5.03% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $551 | $3,444-84.0% | $5,501-90.0% | $2,281-75.9% |
| Participant deferral / active EE | $1,221 | $3,046-59.9% | $4,871-74.9% | $3,203-61.9% |
| Admin fee / account holder | $749 | $5,561-86.5% | $13,028-94.3% | $4,296-82.6% |