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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 | $27,018 | $55,122-51.0% | $104,639-74.2% | $73,497-63.2% |
| Participation rate | 34.5% | 67.7%-33.2pp | 74.1%-39.6pp | 70.7%-36.2pp |
| Annual return | 17.93% | 24.77%-6.8pp | 340.67%-322.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $483 | $1,464-67.0% | $2,682-82.0% | $2,270-78.7% |
| Participant deferral / active EE | $1,348 | $2,919-53.8% | $3,738-63.9% | $3,740-63.9% |
| Admin fee / account holder | $2,488 | $423+488.4% | $6,465-61.5% | $513+384.9% |