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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 | $21,719 | $78,690-72.4% | $161,489-86.6% | $87,485-75.2% |
| Participation rate | 37.8% | 67.5%-29.6pp | 78.7%-40.9pp | 68.9%-31.1pp |
| Annual return | 13.33% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $857 | $2,588-66.9% | $4,268-79.9% | $2,596-67.0% |
| Participant deferral / active EE | $3,814 | $3,311+15.2% | $5,630-32.2% | $4,274-10.7% |
| Admin fee / account holder | $458 | $6,724-93.2% | $16,006-97.1% | $7,775-94.1% |