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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 | $34,174 | $45,126-24.3% | $85,187-59.9% | $74,459-54.1% |
| Participation rate | 43.0% | 49.4%-6.3pp | 67.5%-24.5pp | 67.2%-24.2pp |
| Annual return | 27.18% | 26.30%+0.9pp | 66.67%-39.5pp | 1369.70%-1342.5pp |
| Employer contribution / active EE | $264 | $1,460-81.9% | $2,732-90.3% | $2,626-90.0% |
| Participant deferral / active EE | $1,581 | $2,738-42.3% | $4,525-65.1% | $4,350-63.6% |
| Admin fee / account holder | $413 | $2,212-81.3% | $6,162-93.3% | $1,945-78.7% |