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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 | $21,218 | $165,939-87.2% | $122,354-82.7% | $147,586-85.6% |
| Participation rate | 36.4% | 79.6%-43.2pp | 71.6%-35.3pp | 82.8%-46.5pp |
| Annual return | 15.55% | 34.56%-19.0pp | 30.28%-14.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $204 | $5,754-96.5% | $4,051-95.0% | $4,876-95.8% |
| Participant deferral / active EE | $1,142 | $4,005-71.5% | $3,287-65.3% | $5,439-79.0% |
| Admin fee / account holder | $6,503 | $7,425-12.4% | $5,479+18.7% | $10,886-40.3% |