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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 | $30,860 | $76,407-59.6% | $150,298-79.5% | $82,448-62.6% |
| Participation rate | 34.5% | 66.4%-31.9pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 15.29% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $335 | $2,614-87.2% | $4,154-91.9% | $2,551-86.9% |
| Participant deferral / active EE | $978 | $3,214-69.6% | $5,453-82.1% | $4,139-76.4% |
| Admin fee / account holder | $501 | $6,352-92.1% | $14,116-96.4% | $7,234-93.1% |