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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 | $28,534 | $62,592-54.4% | $85,709-66.7% | $85,847-66.8% |
| Participation rate | 43.3% | 61.1%-17.8pp | 69.9%-26.5pp | 69.3%-26.0pp |
| Annual return | 14.59% | 23.77%-9.2pp | 21.49%-6.9pp | 318.61%-304.0pp |
| Employer contribution / active EE | $581 | $1,755-66.9% | $2,619-77.8% | $2,565-77.4% |
| Participant deferral / active EE | $2,270 | $2,802-19.0% | $3,924-42.1% | $3,952-42.6% |
| Admin fee / account holder | $685 | $4,643-85.2% | $6,876-90.0% | $6,261-89.1% |