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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 | $26,168 | $43,496-39.8% | $161,489-83.8% | $64,340-59.3% |
| Participation rate | 19.7% | 53.5%-33.8pp | 78.7%-59.0pp | 55.2%-35.5pp |
| Annual return | 20.50% | 20.76%-0.3pp | 89.72%-69.2pp | 24.14%-3.6pp |
| Employer contribution / active EE | $631 | $1,431-55.9% | $4,268-85.2% | $1,862-66.1% |
| Participant deferral / active EE | $1,114 | $1,996-44.2% | $5,630-80.2% | $2,980-62.6% |
| Admin fee / account holder | $1,920 | $2,330-17.6% | $16,006-88.0% | $3,703-48.1% |