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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 | $27,046 | $45,343-40.4% | $150,298-82.0% | $67,986-60.2% |
| Participation rate | 37.6% | 51.9%-14.3pp | 77.8%-40.2pp | 57.2%-19.6pp |
| Annual return | 16.56% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $491 | $1,462-66.4% | $4,154-88.2% | $2,019-75.7% |
| Participant deferral / active EE | $1,205 | $2,055-41.3% | $5,453-77.9% | $3,358-64.1% |
| Admin fee / account holder | $802 | $2,250-64.4% | $14,116-94.3% | $3,203-75.0% |