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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 | $29,760 | $84,236-64.7% | $170,435-82.5% | $70,126-57.6% |
| Participation rate | 29.4% | 70.8%-41.4pp | 83.6%-54.2pp | 69.5%-40.1pp |
| Annual return | 20.31% | 23.06%-2.7pp | 205.94%-185.6pp | 73.15%-52.8pp |
| Employer contribution / active EE | $628 | $3,387-81.5% | $5,432-88.4% | $2,343-73.2% |
| Participant deferral / active EE | $1,615 | $3,086-47.7% | $4,939-67.3% | $3,332-51.5% |
| Admin fee / account holder | $882 | $5,698-84.5% | $13,881-93.6% | $4,645-81.0% |