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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 | $21,267 | $78,690-73.0% | $161,489-86.8% | $87,485-75.7% |
| Participation rate | 43.8% | 67.5%-23.7pp | 78.7%-34.9pp | 68.9%-25.2pp |
| Annual return | 15.73% | 32.74%-17.0pp | 89.72%-74.0pp | 26.06%-10.3pp |
| Employer contribution / active EE | $359 | $2,588-86.1% | $4,268-91.6% | $2,596-86.2% |
| Participant deferral / active EE | $1,080 | $3,311-67.4% | $5,630-80.8% | $4,274-74.7% |
| Admin fee / account holder | $2,046 | $6,724-69.6% | $16,006-87.2% | $7,775-73.7% |