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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 | $30,622 | $84,685-63.8% | $142,942-78.6% | $67,986-55.0% |
| Participation rate | 5.4% | 61.4%-56.0pp | 76.8%-71.5pp | 57.2%-51.8pp |
| Annual return | 18.45% | 35.89%-17.4pp | 113.70%-95.2pp | 31.67%-13.2pp |
| Employer contribution / active EE | $565 | $2,263-75.0% | $4,139-86.3% | $2,019-72.0% |
| Participant deferral / active EE | $1,264 | $3,832-67.0% | $7,128-82.3% | $3,358-62.4% |
| Admin fee / account holder | $431 | $3,229-86.6% | $12,475-96.5% | $3,203-86.5% |