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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 | $30,712 | $46,464-33.9% | $150,298-79.6% | $79,634-61.4% |
| Participation rate | 21.7% | 57.0%-35.3pp | 77.8%-56.1pp | 62.5%-40.8pp |
| Annual return | 18.79% | 27.89%-9.1pp | 62.79%-44.0pp | 36.46%-17.7pp |
| Employer contribution / active EE | $478 | $1,512-68.4% | $4,154-88.5% | $2,529-81.1% |
| Participant deferral / active EE | $823 | $2,157-61.9% | $5,453-84.9% | $3,835-78.5% |
| Admin fee / account holder | $3,125 | $891+250.8% | $14,116-77.9% | $1,002+211.9% |