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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 | $35,083 | $54,757-35.9% | $90,287-61.1% | $72,986-51.9% |
| Participation rate | 39.7% | 65.1%-25.5pp | 73.3%-33.6pp | 69.5%-29.8pp |
| Annual return | 18.04% | 30.63%-12.6pp | 78.10%-60.1pp | 81.01%-63.0pp |
| Employer contribution / active EE | $388 | $2,092-81.5% | $2,855-86.4% | $2,440-84.1% |
| Participant deferral / active EE | $894 | $2,887-69.0% | $3,885-77.0% | $3,607-75.2% |
| Admin fee / account holder | $603 | $3,972-84.8% | $5,351-88.7% | $5,124-88.2% |