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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 | $27,891 | $78,690-64.6% | $161,489-82.7% | $87,485-68.1% |
| Participation rate | 39.1% | 67.5%-28.3pp | 78.7%-39.6pp | 68.9%-29.8pp |
| Annual return | 18.49% | 32.74%-14.3pp | 89.72%-71.2pp | 26.06%-7.6pp |
| Employer contribution / active EE | $944 | $2,588-63.5% | $4,268-77.9% | $2,596-63.6% |
| Participant deferral / active EE | $1,478 | $3,311-55.4% | $5,630-73.7% | $4,274-65.4% |
| Admin fee / account holder | $2,209 | $6,724-67.1% | $16,006-86.2% | $7,775-71.6% |