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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 | $33,588 | $45,126-25.6% | $85,187-60.6% | $74,459-54.9% |
| Participation rate | 32.1% | 49.4%-17.2pp | 67.5%-35.4pp | 67.2%-35.1pp |
| Annual return | 16.15% | 26.30%-10.2pp | 66.67%-50.5pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $320 | $1,460-78.1% | $2,732-88.3% | $2,626-87.8% |
| Participant deferral / active EE | $1,275 | $2,738-53.4% | $4,525-71.8% | $4,350-70.7% |
| Admin fee / account holder | $2,297 | $2,212+3.9% | $6,162-62.7% | $1,945+18.1% |