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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 | $28,101 | $53,128-47.1% | $86,582-67.5% | $70,126-59.9% |
| Participation rate | 28.0% | 65.3%-37.3pp | 73.5%-45.6pp | 69.5%-41.6pp |
| Annual return | 15.28% | 27.66%-12.4pp | 965.08%-949.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $271 | $2,068-86.9% | $2,839-90.5% | $2,343-88.4% |
| Participant deferral / active EE | $1,082 | $2,695-59.9% | $3,609-70.0% | $3,332-67.5% |
| Admin fee / account holder | $805 | $3,584-77.5% | $4,904-83.6% | $4,645-82.7% |