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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 | $28,984 | $37,436-22.6% | $77,513-62.6% | $79,858-63.7% |
| Participation rate | 11.7% | 41.5%-29.9pp | 54.2%-42.5pp | 69.6%-58.0pp |
| Annual return | 18.43% | 39.75%-21.3pp | 54.81%-36.4pp | 31.72%-13.3pp |
| Employer contribution / active EE | $160 | $637-74.9% | $987-83.8% | $2,471-93.5% |
| Participant deferral / active EE | $437 | $1,261-65.3% | $1,861-76.5% | $3,740-88.3% |
| Admin fee / account holder | $4,034 | $2,505+61.0% | $2,859+41.1% | $5,306-24.0% |