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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 | $31,833 | $77,920-59.1% | $149,723-78.7% | $75,177-57.7% |
| Participation rate | 41.3% | 65.6%-24.3pp | 78.8%-37.5pp | 67.2%-25.9pp |
| Annual return | 14.93% | 31.72%-16.8pp | 134.50%-119.6pp | 160.75%-145.8pp |
| Employer contribution / active EE | $389 | $3,138-87.6% | $4,821-91.9% | $2,671-85.4% |
| Participant deferral / active EE | $1,095 | $3,411-67.9% | $5,682-80.7% | $4,126-73.5% |
| Admin fee / account holder | $632 | $5,951-89.4% | $13,215-95.2% | $5,651-88.8% |