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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 | $33,369 | $76,407-56.3% | $150,298-77.8% | $82,448-59.5% |
| Participation rate | 22.2% | 66.4%-44.2pp | 77.8%-55.5pp | 68.1%-45.8pp |
| Annual return | 25.18% | 39.99%-14.8pp | 62.79%-37.6pp | 41.64%-16.5pp |
| Employer contribution / active EE | $476 | $2,614-81.8% | $4,154-88.6% | $2,551-81.4% |
| Participant deferral / active EE | $1,105 | $3,214-65.6% | $5,453-79.7% | $4,139-73.3% |
| Admin fee / account holder | $1,054 | $6,352-83.4% | $14,116-92.5% | $7,234-85.4% |