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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 | $36,201 | $78,690-54.0% | $161,489-77.6% | $87,485-58.6% |
| Participation rate | 25.5% | 67.5%-41.9pp | 78.7%-53.2pp | 68.9%-43.4pp |
| Annual return | 18.36% | 32.74%-14.4pp | 89.72%-71.4pp | 26.06%-7.7pp |
| Employer contribution / active EE | $827 | $2,588-68.0% | $4,268-80.6% | $2,596-68.1% |
| Participant deferral / active EE | $1,543 | $3,311-53.4% | $5,630-72.6% | $4,274-63.9% |
| Admin fee / account holder | $441 | $6,724-93.4% | $16,006-97.2% | $7,775-94.3% |