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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 | $25,795 | $91,198-71.7% | $178,503-85.5% | $79,856-67.7% |
| Participation rate | 49.0% | 69.2%-20.2pp | 81.9%-32.9pp | 69.6%-20.6pp |
| Annual return | 16.16% | 24.20%-8.0pp | 151.12%-135.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $407 | $3,257-87.5% | $5,011-91.9% | $2,471-83.5% |
| Participant deferral / active EE | $907 | $3,237-72.0% | $5,202-82.6% | $3,741-75.7% |
| Admin fee / account holder | $708 | $6,748-89.5% | $13,987-94.9% | $5,306-86.7% |