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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 | $34,078 | $61,338-44.4% | $149,717-77.2% | $71,495-52.3% |
| Participation rate | 26.7% | 62.5%-35.8pp | 78.8%-52.1pp | 67.9%-41.2pp |
| Annual return | 14.24% | 35.86%-21.6pp | 134.41%-120.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $379 | $2,381-84.1% | $4,820-92.1% | $2,589-85.4% |
| Participant deferral / active EE | $1,126 | $2,919-61.4% | $5,682-80.2% | $4,291-73.8% |
| Admin fee / account holder | $3,817 | $1,263+202.3% | $13,213-71.1% | $1,588+140.4% |