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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 | $26,521 | $51,649-48.7% | $124,206-78.6% | $64,097-58.6% |
| Participation rate | 20.6% | 45.2%-24.6pp | 69.6%-49.0pp | 55.2%-34.6pp |
| Annual return | 13.23% | 19.98%-6.8pp | 515.27%-502.0pp | 34.64%-21.4pp |
| Employer contribution / active EE | $815 | $1,057-22.9% | $3,540-77.0% | $1,891-56.9% |
| Participant deferral / active EE | $1,234 | $2,165-43.0% | $3,968-68.9% | $3,080-59.9% |
| Admin fee / account holder | $2,132 | $4,237-49.7% | $5,929-64.0% | $3,454-38.3% |