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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 | $30,294 | $75,962-60.1% | $154,108-80.3% | $64,173-52.8% |
| Participation rate | 53.8% | 70.4%-16.6pp | 83.0%-29.2pp | 69.6%-15.7pp |
| Annual return | 16.95% | 30.32%-13.4pp | 735.21%-718.3pp | 7.63%+9.3pp |
| Employer contribution / active EE | $688 | $3,350-79.5% | $5,298-87.0% | $2,381-71.1% |
| Participant deferral / active EE | $1,968 | $3,175-38.0% | $5,081-61.3% | $3,470-43.3% |
| Admin fee / account holder | $1,292 | $5,589-76.9% | $13,411-90.4% | $4,887-73.6% |