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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 | $17,564 | $78,690-77.7% | $161,489-89.1% | $87,485-79.9% |
| Participation rate | 35.4% | 67.5%-32.1pp | 78.7%-43.3pp | 68.9%-33.5pp |
| Annual return | 19.05% | 32.74%-13.7pp | 89.72%-70.7pp | 26.06%-7.0pp |
| Employer contribution / active EE | $981 | $2,588-62.1% | $4,268-77.0% | $2,596-62.2% |
| Participant deferral / active EE | $1,814 | $3,311-45.2% | $5,630-67.8% | $4,274-57.6% |
| Admin fee / account holder | $1,549 | $6,724-77.0% | $16,006-90.3% | $7,775-80.1% |