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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 | $28,641 | $48,050-40.4% | $96,754-70.4% | $64,340-55.5% |
| Participation rate | 18.2% | 40.6%-22.4pp | 70.3%-52.1pp | 55.2%-37.1pp |
| Annual return | 16.19% | 23.41%-7.2pp | 82.04%-65.8pp | 24.14%-8.0pp |
| Employer contribution / active EE | $444 | $1,204-63.1% | $2,679-83.4% | $1,862-76.2% |
| Participant deferral / active EE | $956 | $2,191-56.4% | $4,758-79.9% | $2,980-67.9% |
| Admin fee / account holder | $696 | $3,741-81.4% | $8,905-92.2% | $3,703-81.2% |