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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 | $28,349 | $76,407-62.9% | $150,298-81.1% | $82,448-65.6% |
| Participation rate | 18.0% | 66.4%-48.4pp | 77.8%-59.8pp | 68.1%-50.1pp |
| Annual return | 15.22% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $315 | $2,614-88.0% | $4,154-92.4% | $2,551-87.7% |
| Participant deferral / active EE | $1,077 | $3,214-66.5% | $5,453-80.2% | $4,139-74.0% |
| Admin fee / account holder | $4,404 | $6,352-30.7% | $14,116-68.8% | $7,234-39.1% |