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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 | $17,173 | $78,690-78.2% | $161,489-89.4% | $87,485-80.4% |
| Participation rate | 25.0% | 67.5%-42.5pp | 78.7%-53.7pp | 68.9%-43.9pp |
| Annual return | 13.34% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $357 | $2,588-86.2% | $4,268-91.6% | $2,596-86.3% |
| Participant deferral / active EE | $1,023 | $3,311-69.1% | $5,630-81.8% | $4,274-76.1% |
| Admin fee / account holder | $1,902 | $6,724-71.7% | $16,006-88.1% | $7,775-75.5% |