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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 | $25,970 | $91,198-71.5% | $178,503-85.5% | $79,856-67.5% |
| Participation rate | 46.8% | 69.2%-22.4pp | 81.9%-35.2pp | 69.6%-22.9pp |
| Annual return | 24.06% | 24.20%-0.1pp | 151.12%-127.1pp | 31.71%-7.7pp |
| Employer contribution / active EE | $507 | $3,257-84.4% | $5,011-89.9% | $2,471-79.5% |
| Participant deferral / active EE | $914 | $3,237-71.8% | $5,202-82.4% | $3,741-75.6% |
| Admin fee / account holder | $1,085 | $6,748-83.9% | $13,987-92.2% | $5,306-79.6% |