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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 | $7,123 | $27,800-74.4% | $58,561-87.8% | $71,511-90.0% |
| Participation rate | 24.4% | 34.6%-10.2pp | 50.9%-26.5pp | 67.9%-43.6pp |
| Annual return | 28.69% | 26.80%+1.9pp | 4251.33%-4222.6pp | 28.86%-0.2pp |
| Employer contribution / active EE | $316 | $632-50.0% | $1,053-70.0% | $2,589-87.8% |
| Participant deferral / active EE | $513 | $1,208-57.5% | $1,923-73.3% | $4,291-88.0% |
| Admin fee / account holder | $424 | $1,637-74.1% | $2,520-83.2% | $1,588-73.3% |