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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 | $27,719 | $47,944-42.2% | $67,834-59.1% | $62,881-55.9% |
| Participation rate | 23.1% | 61.1%-38.0pp | 68.8%-45.7pp | 69.3%-46.2pp |
| Annual return | 10.26% | 11.77%-1.5pp | 138.47%-128.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $289 | $1,562-81.5% | $2,403-88.0% | $2,281-87.3% |
| Participant deferral / active EE | $1,156 | $2,247-48.6% | $3,160-63.4% | $3,203-63.9% |
| Admin fee / account holder | $926 | $3,712-75.1% | $4,622-80.0% | $4,296-78.5% |