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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 | $28,760 | $43,496-33.9% | $161,489-82.2% | $64,340-55.3% |
| Participation rate | 17.3% | 53.5%-36.3pp | 78.7%-61.4pp | 55.2%-38.0pp |
| Annual return | 15.81% | 20.76%-4.9pp | 89.72%-73.9pp | 24.14%-8.3pp |
| Employer contribution / active EE | $380 | $1,431-73.4% | $4,268-91.1% | $1,862-79.6% |
| Participant deferral / active EE | $1,090 | $1,996-45.4% | $5,630-80.6% | $2,980-63.4% |
| Admin fee / account holder | $7,859 | $2,330+237.3% | $16,006-50.9% | $3,703+112.3% |