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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 | $31,419 | $80,332-60.9% | $107,187-70.7% | $64,097-51.0% |
| Participation rate | 32.2% | 54.4%-22.2pp | 75.0%-42.8pp | 55.2%-23.0pp |
| Annual return | 23.77% | 24.26%-0.5pp | 204.55%-180.8pp | 34.64%-10.9pp |
| Employer contribution / active EE | $715 | $2,501-71.4% | $3,782-81.1% | $1,891-62.2% |
| Participant deferral / active EE | $1,726 | $3,109-44.5% | $5,096-66.1% | $3,080-44.0% |
| Admin fee / account holder | $727 | $4,314-83.2% | $9,162-92.1% | $3,454-79.0% |