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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 | $34,220 | $41,016-16.6% | $152,093-77.5% | $64,097-46.6% |
| Participation rate | 21.8% | 51.3%-29.5pp | 77.8%-56.0pp | 55.2%-33.4pp |
| Annual return | 14.65% | 39.60%-24.9pp | 66.36%-51.7pp | 34.64%-20.0pp |
| Employer contribution / active EE | $332 | $1,342-75.3% | $4,175-92.0% | $1,891-82.4% |
| Participant deferral / active EE | $731 | $1,927-62.1% | $5,451-86.6% | $3,080-76.3% |
| Admin fee / account holder | $1,634 | $2,305-29.1% | $14,497-88.7% | $3,454-52.7% |