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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 | $29,480 | $46,877-37.1% | $122,354-75.9% | $70,126-58.0% |
| Participation rate | 43.4% | 58.2%-14.8pp | 71.6%-28.2pp | 69.5%-26.1pp |
| Annual return | 15.74% | 24.22%-8.5pp | 30.28%-14.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $487 | $1,288-62.2% | $4,051-88.0% | $2,343-79.2% |
| Participant deferral / active EE | $1,424 | $2,167-34.3% | $3,287-56.7% | $3,332-57.3% |
| Admin fee / account holder | $2,691 | $3,324-19.0% | $5,479-50.9% | $4,645-42.1% |