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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 | $21,750 | $45,043-51.7% | $63,005-65.5% | $70,124-69.0% |
| Participation rate | 62.3% | 69.5%-7.2pp | 74.8%-12.5pp | 69.5%-7.2pp |
| Annual return | 13.59% | 18.76%-5.2pp | 87.59%-74.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $549 | $2,052-73.3% | $2,760-80.1% | $2,342-76.6% |
| Participant deferral / active EE | $807 | $2,466-67.3% | $3,329-75.8% | $3,332-75.8% |
| Admin fee / account holder | $948 | $2,833-66.5% | $3,599-73.7% | $4,645-79.6% |