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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 | $46,273 | $61,125-24.3% | $94,057-50.8% | $87,485-47.1% |
| Participation rate | 7.9% | 64.1%-56.2pp | 73.3%-65.4pp | 68.9%-61.0pp |
| Annual return | 25.27% | 35.20%-9.9pp | 480.62%-455.3pp | 26.06%-0.8pp |
| Employer contribution / active EE | $402 | $2,136-81.2% | $2,933-86.3% | $2,596-84.5% |
| Participant deferral / active EE | $1,696 | $3,260-48.0% | $4,709-64.0% | $4,274-60.3% |
| Admin fee / account holder | $457 | $5,629-91.9% | $7,244-93.7% | $7,775-94.1% |