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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 | $31,950 | $106,588-70.0% | $94,215-66.1% | $155,188-79.4% |
| Participation rate | 20.0% | 74.3%-54.3pp | 70.0%-50.0pp | 80.8%-60.8pp |
| Annual return | 16.29% | 29.39%-13.1pp | 28.22%-11.9pp | 148.84%-132.5pp |
| Employer contribution / active EE | $644 | $3,080-79.1% | $2,675-75.9% | $4,248-84.8% |
| Participant deferral / active EE | $1,771 | $4,802-63.1% | $4,276-58.6% | $6,531-72.9% |
| Admin fee / account holder | $2,887 | $12,281-76.5% | $10,216-71.7% | $14,480-80.1% |