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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 | $28,424 | $43,496-34.7% | $161,489-82.4% | $64,340-55.8% |
| Participation rate | 29.4% | 53.5%-24.2pp | 78.7%-49.3pp | 55.2%-25.9pp |
| Annual return | 14.31% | 20.76%-6.4pp | 89.72%-75.4pp | 24.14%-9.8pp |
| Employer contribution / active EE | $358 | $1,431-75.0% | $4,268-91.6% | $1,862-80.8% |
| Participant deferral / active EE | $667 | $1,996-66.6% | $5,630-88.2% | $2,980-77.6% |
| Admin fee / account holder | $545 | $2,330-76.6% | $16,006-96.6% | $3,703-85.3% |