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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 | $32,240 | $45,343-28.9% | $150,298-78.5% | $67,986-52.6% |
| Participation rate | 21.6% | 51.9%-30.3pp | 77.8%-56.2pp | 57.2%-35.6pp |
| Annual return | 20.21% | 33.28%-13.1pp | 62.79%-42.6pp | 31.67%-11.5pp |
| Employer contribution / active EE | $414 | $1,462-71.7% | $4,154-90.0% | $2,019-79.5% |
| Participant deferral / active EE | $732 | $2,055-64.4% | $5,453-86.6% | $3,358-78.2% |
| Admin fee / account holder | $641 | $2,250-71.5% | $14,116-95.5% | $3,203-80.0% |