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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 | $22,868 | $78,690-70.9% | $161,489-85.8% | $87,485-73.9% |
| Participation rate | 16.2% | 67.5%-51.2pp | 78.7%-62.5pp | 68.9%-52.7pp |
| Annual return | 17.44% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $362 | $2,588-86.0% | $4,268-91.5% | $2,596-86.1% |
| Participant deferral / active EE | $1,008 | $3,311-69.6% | $5,630-82.1% | $4,274-76.4% |
| Admin fee / account holder | $910 | $6,724-86.5% | $16,006-94.3% | $7,775-88.3% |