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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 | $29,546 | $45,041-34.4% | $63,003-53.1% | $70,131-57.9% |
| Participation rate | 30.8% | 69.5%-38.8pp | 74.8%-44.0pp | 69.5%-38.8pp |
| Annual return | 15.40% | 18.76%-3.4pp | 87.59%-72.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $438 | $2,052-78.7% | $2,760-84.1% | $2,342-81.3% |
| Participant deferral / active EE | $1,177 | $2,465-52.3% | $3,329-64.6% | $3,332-64.7% |
| Admin fee / account holder | $420 | $2,836-85.2% | $3,600-88.3% | $4,645-91.0% |