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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 | $44,557 | $61,356-27.4% | $149,696-70.2% | $71,511-37.7% |
| Participation rate | 25.6% | 62.5%-36.9pp | 78.8%-53.2pp | 67.9%-42.3pp |
| Annual return | 13.62% | 35.86%-22.2pp | 134.46%-120.8pp | 28.86%-15.2pp |
| Employer contribution / active EE | $570 | $2,382-76.1% | $4,821-88.2% | $2,589-78.0% |
| Participant deferral / active EE | $1,245 | $2,920-57.3% | $5,682-78.1% | $4,291-71.0% |
| Admin fee / account holder | $665 | $1,263-47.4% | $13,212-95.0% | $1,588-58.2% |