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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 | $43,496-21.3% | $161,489-78.8% | $64,340-46.8% |
| Participation rate | 21.8% | 53.5%-31.7pp | 78.7%-56.9pp | 55.2%-33.4pp |
| Annual return | 14.65% | 20.76%-6.1pp | 89.72%-75.1pp | 24.14%-9.5pp |
| Employer contribution / active EE | $332 | $1,431-76.8% | $4,268-92.2% | $1,862-82.2% |
| Participant deferral / active EE | $731 | $1,996-63.4% | $5,630-87.0% | $2,980-75.5% |
| Admin fee / account holder | $1,634 | $2,330-29.9% | $16,006-89.8% | $3,703-55.9% |