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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 | $27,388 | $72,404-62.2% | $110,243-75.2% | $64,173-57.3% |
| Participation rate | 20.8% | 73.3%-52.6pp | 79.8%-59.0pp | 69.6%-48.8pp |
| Annual return | 7.25% | -6.29%+13.5pp | 314.76%-307.5pp | 7.63%-0.4pp |
| Employer contribution / active EE | $645 | $2,282-71.7% | $3,827-83.2% | $2,381-72.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $480 | $5,664-91.5% | $8,548-94.4% | $4,887-90.2% |