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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 | $27,057 | $77,920-65.3% | $149,723-81.9% | $75,177-64.0% |
| Participation rate | 36.8% | 65.6%-28.8pp | 78.8%-42.0pp | 67.2%-30.4pp |
| Annual return | 19.28% | 31.72%-12.4pp | 134.50%-115.2pp | 160.75%-141.5pp |
| Employer contribution / active EE | $717 | $3,138-77.2% | $4,821-85.1% | $2,671-73.2% |
| Participant deferral / active EE | $1,926 | $3,411-43.5% | $5,682-66.1% | $4,126-53.3% |
| Admin fee / account holder | $644 | $5,951-89.2% | $13,215-95.1% | $5,651-88.6% |