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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 | $24,468 | $36,002-32.0% | $161,489-84.8% | $64,728-62.2% |
| Participation rate | 18.9% | 57.4%-38.6pp | 78.7%-59.8pp | 57.9%-39.0pp |
| Annual return | 12.58% | 33.93%-21.4pp | 89.72%-77.1pp | 49.38%-36.8pp |
| Employer contribution / active EE | $1,152 | $1,380-16.5% | $4,268-73.0% | $2,243-48.6% |
| Participant deferral / active EE | $596 | $1,815-67.2% | $5,630-89.4% | $2,729-78.2% |
| Admin fee / account holder | $6,130 | $931+558.7% | $16,006-61.7% | $1,145+435.3% |