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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 | $22,021 | $47,163-53.3% | $149,696-85.3% | $74,460-70.4% |
| Participation rate | 7.2% | 63.4%-56.2pp | 78.8%-71.5pp | 70.7%-63.5pp |
| Annual return | 30.36% | 22.75%+7.6pp | 134.46%-104.1pp | 34.38%-4.0pp |
| Employer contribution / active EE | $498 | $1,907-73.9% | $4,821-89.7% | $2,638-81.1% |
| Participant deferral / active EE | $1,335 | $2,730-51.1% | $5,682-76.5% | $4,530-70.5% |
| Admin fee / account holder | $21,443 | $343+6152.5% | $13,212+62.3% | $348+6065.4% |