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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 | $45,125 | $76,407-40.9% | $150,298-70.0% | $82,448-45.3% |
| Participation rate | 29.6% | 66.4%-36.8pp | 77.8%-48.1pp | 68.1%-38.4pp |
| Annual return | 21.64% | 39.99%-18.4pp | 62.79%-41.1pp | 41.64%-20.0pp |
| Employer contribution / active EE | $591 | $2,614-77.4% | $4,154-85.8% | $2,551-76.8% |
| Participant deferral / active EE | $2,064 | $3,214-35.8% | $5,453-62.2% | $4,139-50.1% |
| Admin fee / account holder | $956 | $6,352-85.0% | $14,116-93.2% | $7,234-86.8% |