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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 | $27,235 | $77,638-64.9% | $156,551-82.6% | $62,881-56.7% |
| Participation rate | 40.0% | 71.2%-31.2pp | 84.0%-44.0pp | 69.3%-29.3pp |
| Annual return | 6.66% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $748 | $3,444-78.3% | $5,501-86.4% | $2,281-67.2% |
| Participant deferral / active EE | $1,481 | $3,046-51.4% | $4,871-69.6% | $3,203-53.7% |
| Admin fee / account holder | $2,590 | $5,561-53.4% | $13,028-80.1% | $4,296-39.7% |