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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 | $21,488 | $43,730-50.9% | $121,220-82.3% | $64,173-66.5% |
| Participation rate | 50.7% | 58.3%-7.6pp | 71.8%-21.0pp | 69.6%-18.8pp |
| Annual return | 7.27% | 68.94%-61.7pp | 16.94%-9.7pp | 7.63%-0.4pp |
| Employer contribution / active EE | $496 | $1,297-61.7% | $4,023-87.7% | $2,381-79.2% |
| Participant deferral / active EE | $1,238 | $2,281-45.7% | $3,345-63.0% | $3,470-64.3% |
| Admin fee / account holder | $709 | $3,502-79.8% | $5,021-85.9% | $4,887-85.5% |