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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 | $28,971 | $78,690-63.2% | $161,489-82.1% | $87,485-66.9% |
| Participation rate | 32.9% | 67.5%-34.6pp | 78.7%-45.8pp | 68.9%-36.0pp |
| Annual return | 15.70% | 32.74%-17.0pp | 89.72%-74.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $746 | $2,588-71.2% | $4,268-82.5% | $2,596-71.3% |
| Participant deferral / active EE | $1,500 | $3,311-54.7% | $5,630-73.3% | $4,274-64.9% |
| Admin fee / account holder | $320 | $6,724-95.2% | $16,006-98.0% | $7,775-95.9% |