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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 | $21,761 | $78,690-72.3% | $161,489-86.5% | $87,485-75.1% |
| Participation rate | 28.4% | 67.5%-39.1pp | 78.7%-50.3pp | 68.9%-40.6pp |
| Annual return | 21.20% | 32.74%-11.5pp | 89.72%-68.5pp | 26.06%-4.9pp |
| Employer contribution / active EE | $522 | $2,588-79.8% | $4,268-87.8% | $2,596-79.9% |
| Participant deferral / active EE | $1,182 | $3,311-64.3% | $5,630-79.0% | $4,274-72.3% |
| Admin fee / account holder | $1,415 | $6,724-79.0% | $16,006-91.2% | $7,775-81.8% |