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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 | $26,517 | $58,828-54.9% | $78,002-66.0% | $62,881-57.8% |
| Participation rate | 52.9% | 71.1%-18.2pp | 75.5%-22.7pp | 69.3%-16.4pp |
| Annual return | 7.46% | 17.16%-9.7pp | 425.99%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $687 | $1,672-58.9% | $2,470-72.2% | $2,281-69.9% |
| Participant deferral / active EE | $1,954 | $2,686-27.2% | $3,497-44.1% | $3,203-39.0% |
| Admin fee / account holder | $1,157 | $4,393-73.7% | $5,481-78.9% | $4,296-73.1% |