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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 | $40,028 | $43,496-8.0% | $161,489-75.2% | $64,340-37.8% |
| Participation rate | 22.3% | 53.5%-31.2pp | 78.7%-56.4pp | 55.2%-32.9pp |
| Annual return | 19.20% | 20.76%-1.6pp | 89.72%-70.5pp | 24.14%-4.9pp |
| Employer contribution / active EE | $551 | $1,431-61.5% | $4,268-87.1% | $1,862-70.4% |
| Participant deferral / active EE | $1,578 | $1,996-20.9% | $5,630-72.0% | $2,980-47.1% |
| Admin fee / account holder | $430 | $2,330-81.5% | $16,006-97.3% | $3,703-88.4% |