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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 | $29,598 | $58,311-49.2% | $81,882-63.9% | $80,959-63.4% |
| Participation rate | 19.2% | 63.5%-44.3pp | 72.4%-53.2pp | 67.7%-48.4pp |
| Annual return | 15.03% | 41.85%-26.8pp | 779.47%-764.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $582 | $2,347-75.2% | $2,916-80.0% | $2,757-78.9% |
| Participant deferral / active EE | $1,088 | $3,287-66.9% | $4,323-74.8% | $4,300-74.7% |
| Admin fee / account holder | $538 | $4,752-88.7% | $7,360-92.7% | $6,925-92.2% |