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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 | $75,541-55.8% | $152,093-78.1% | $82,637-59.6% |
| Participation rate | 22.2% | 66.5%-44.3pp | 77.8%-55.5pp | 68.1%-45.8pp |
| Annual return | 25.18% | 32.56%-7.4pp | 66.36%-41.2pp | 53.51%-28.3pp |
| Employer contribution / active EE | $476 | $2,622-81.9% | $4,175-88.6% | $2,552-81.4% |
| Participant deferral / active EE | $1,105 | $3,206-65.5% | $5,451-79.7% | $4,126-73.2% |
| Admin fee / account holder | $1,054 | $6,405-83.5% | $14,497-92.7% | $7,339-85.6% |