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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 | $27,562 | $45,119-38.9% | $85,126-67.6% | $74,429-63.0% |
| Participation rate | 24.1% | 49.4%-25.2pp | 67.5%-43.4pp | 67.2%-43.1pp |
| Annual return | 15.57% | 26.28%-10.7pp | 66.63%-51.1pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $611 | $1,460-58.2% | $2,731-77.6% | $2,625-76.7% |
| Participant deferral / active EE | $1,251 | $2,738-54.3% | $4,523-72.3% | $4,348-71.2% |
| Admin fee / account holder | $741 | $2,214-66.5% | $6,160-88.0% | $1,944-61.9% |