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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 | $26,951 | $45,626-40.9% | $94,105-71.4% | $64,097-58.0% |
| Participation rate | 36.4% | 48.0%-11.6pp | 71.9%-35.5pp | 55.2%-18.7pp |
| Annual return | 19.96% | 28.23%-8.3pp | 204.55%-184.6pp | 34.64%-14.7pp |
| Employer contribution / active EE | $616 | $1,171-47.4% | $2,504-75.4% | $1,891-67.4% |
| Participant deferral / active EE | $1,270 | $2,128-40.3% | $3,881-67.3% | $3,080-58.8% |
| Admin fee / account holder | $585 | $2,872-79.6% | $6,199-90.6% | $3,454-83.1% |