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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 | $31,533 | $77,908-59.5% | $149,696-78.9% | $75,173-58.1% |
| Participation rate | 25.6% | 65.6%-39.9pp | 78.8%-53.1pp | 67.2%-41.6pp |
| Annual return | 18.88% | 31.73%-12.8pp | 134.46%-115.6pp | 160.72%-141.8pp |
| Employer contribution / active EE | $869 | $3,138-72.3% | $4,821-82.0% | $2,671-67.5% |
| Participant deferral / active EE | $1,994 | $3,411-41.5% | $5,682-64.9% | $4,126-51.7% |
| Admin fee / account holder | $1,383 | $5,950-76.8% | $13,212-89.5% | $5,651-75.5% |