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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 | $31,665 | $77,908-59.4% | $149,696-78.8% | $75,173-57.9% |
| Participation rate | 38.8% | 65.6%-26.8pp | 78.8%-40.0pp | 67.2%-28.4pp |
| Annual return | 29.26% | 31.73%-2.5pp | 134.46%-105.2pp | 160.72%-131.5pp |
| Employer contribution / active EE | $543 | $3,138-82.7% | $4,821-88.7% | $2,671-79.7% |
| Participant deferral / active EE | $1,690 | $3,411-50.4% | $5,682-70.3% | $4,126-59.0% |
| Admin fee / account holder | $4,801 | $5,950-19.3% | $13,212-63.7% | $5,651-15.0% |