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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 | $34,769 | $61,125-43.1% | $94,057-63.0% | $87,485-60.3% |
| Participation rate | 17.9% | 64.1%-46.1pp | 73.3%-55.4pp | 68.9%-51.0pp |
| Annual return | 19.75% | 35.20%-15.4pp | 480.62%-460.9pp | 26.06%-6.3pp |
| Employer contribution / active EE | $595 | $2,136-72.2% | $2,933-79.7% | $2,596-77.1% |
| Participant deferral / active EE | $1,295 | $3,260-60.3% | $4,709-72.5% | $4,274-69.7% |
| Admin fee / account holder | $501 | $5,629-91.1% | $7,244-93.1% | $7,775-93.6% |