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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 | $25,508 | $45,343-43.7% | $150,298-83.0% | $67,986-62.5% |
| Participation rate | 36.1% | 51.9%-15.7pp | 77.8%-41.6pp | 57.2%-21.1pp |
| Annual return | 12.96% | 33.28%-20.3pp | 62.79%-49.8pp | 31.67%-18.7pp |
| Employer contribution / active EE | $435 | $1,462-70.3% | $4,154-89.5% | $2,019-78.5% |
| Participant deferral / active EE | $1,007 | $2,055-51.0% | $5,453-81.5% | $3,358-70.0% |
| Admin fee / account holder | $3,887 | $2,250+72.8% | $14,116-72.5% | $3,203+21.4% |