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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 | $28,382 | $43,496-34.7% | $161,489-82.4% | $64,340-55.9% |
| Participation rate | 14.6% | 53.5%-38.9pp | 78.7%-64.1pp | 55.2%-40.6pp |
| Annual return | 22.38% | 20.76%+1.6pp | 89.72%-67.3pp | 24.14%-1.8pp |
| Employer contribution / active EE | $319 | $1,431-77.7% | $4,268-92.5% | $1,862-82.9% |
| Participant deferral / active EE | $756 | $1,996-62.1% | $5,630-86.6% | $2,980-74.6% |
| Admin fee / account holder | $5,504 | $2,330+136.2% | $16,006-65.6% | $3,703+48.7% |