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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 | $41,066 | $78,690-47.8% | $161,489-74.6% | $87,485-53.1% |
| Participation rate | 14.6% | 67.5%-52.8pp | 78.7%-64.1pp | 68.9%-54.3pp |
| Annual return | 23.53% | 32.74%-9.2pp | 89.72%-66.2pp | 26.06%-2.5pp |
| Employer contribution / active EE | $427 | $2,588-83.5% | $4,268-90.0% | $2,596-83.5% |
| Participant deferral / active EE | $2,105 | $3,311-36.4% | $5,630-62.6% | $4,274-50.7% |
| Admin fee / account holder | $1,181 | $6,724-82.4% | $16,006-92.6% | $7,775-84.8% |