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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 | $21,371 | $48,364-55.8% | $71,796-70.2% | $62,881-66.0% |
| Participation rate | 42.0% | 60.6%-18.6pp | 69.1%-27.1pp | 69.3%-27.3pp |
| Annual return | 9.54% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $216 | $1,042-79.3% | $1,924-88.8% | $2,281-90.5% |
| Participant deferral / active EE | $1,139 | $2,091-45.6% | $2,794-59.3% | $3,203-64.4% |
| Admin fee / account holder | $322 | $3,771-91.5% | $4,815-93.3% | $4,296-92.5% |