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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 | $26,583 | $53,236-50.1% | $86,233-69.2% | $103,975-74.4% |
| Participation rate | 6.2% | 34.4%-28.1pp | 69.0%-62.8pp | 72.5%-66.3pp |
| Annual return | 19.42% | 16.04%+3.4pp | 61.39%-42.0pp | 19.41%0pp |
| Employer contribution / active EE | $169 | $1,362-87.6% | $2,504-93.3% | $3,722-95.5% |
| Participant deferral / active EE | $287 | $2,309-87.6% | $4,559-93.7% | $5,343-94.6% |
| Admin fee / account holder | $1,100 | $2,172-49.4% | $8,342-86.8% | $332+230.9% |