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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 | $27,097 | $48,277-43.9% | $67,511-59.9% | $80,874-66.5% |
| Participation rate | 16.4% | 66.4%-50.0pp | 72.9%-56.5pp | 67.6%-51.2pp |
| Annual return | 13.28% | 18.27%-5.0pp | 3517.41%-3504.1pp | 35.62%-22.3pp |
| Employer contribution / active EE | $437 | $2,021-78.4% | $2,733-84.0% | $2,756-84.2% |
| Participant deferral / active EE | $1,137 | $2,926-61.1% | $4,000-71.6% | $4,297-73.5% |
| Admin fee / account holder | $305 | $3,687-91.7% | $3,999-92.4% | $6,935-95.6% |