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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 | $28,137 | $91,167-69.1% | $178,498-84.2% | $79,858-64.8% |
| Participation rate | 40.6% | 69.2%-28.6pp | 81.9%-41.3pp | 69.6%-29.0pp |
| Annual return | 19.89% | 24.19%-4.3pp | 151.09%-131.2pp | 31.72%-11.8pp |
| Employer contribution / active EE | $531 | $3,255-83.7% | $5,011-89.4% | $2,471-78.5% |
| Participant deferral / active EE | $1,472 | $3,236-54.5% | $5,202-71.7% | $3,740-60.6% |
| Admin fee / account holder | $3,448 | $6,747-48.9% | $13,985-75.3% | $5,306-35.0% |