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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 | $38,750 | $77,908-50.3% | $149,696-74.1% | $75,173-48.5% |
| Participation rate | 32.1% | 65.6%-33.4pp | 78.8%-46.6pp | 67.2%-35.1pp |
| Annual return | 20.47% | 31.73%-11.3pp | 134.46%-114.0pp | 160.72%-140.2pp |
| Employer contribution / active EE | $515 | $3,138-83.6% | $4,821-89.3% | $2,671-80.7% |
| Participant deferral / active EE | $1,362 | $3,411-60.1% | $5,682-76.0% | $4,126-67.0% |
| Admin fee / account holder | $652 | $5,950-89.0% | $13,212-95.1% | $5,651-88.5% |