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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 | $38,459 | $57,590-33.2% | $86,233-55.4% | $82,448-53.4% |
| Participation rate | 14.9% | 57.9%-43.0pp | 69.0%-54.1pp | 68.1%-53.2pp |
| Annual return | 15.89% | 22.41%-6.5pp | 61.39%-45.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $356 | $1,655-78.5% | $2,504-85.8% | $2,551-86.1% |
| Participant deferral / active EE | $1,365 | $3,080-55.7% | $4,559-70.1% | $4,139-67.0% |
| Admin fee / account holder | $3,361 | $4,730-28.9% | $8,342-59.7% | $7,234-53.5% |