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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 | $39,787 | $78,690-49.4% | $161,489-75.4% | $87,485-54.5% |
| Participation rate | 18.4% | 67.5%-49.1pp | 78.7%-60.3pp | 68.9%-50.6pp |
| Annual return | 17.57% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $506 | $2,588-80.5% | $4,268-88.2% | $2,596-80.5% |
| Participant deferral / active EE | $1,133 | $3,311-65.8% | $5,630-79.9% | $4,274-73.5% |
| Admin fee / account holder | $1,302 | $6,724-80.6% | $16,006-91.9% | $7,775-83.2% |