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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 | $28,641 | $45,312-36.8% | $86,233-66.8% | $67,986-57.9% |
| Participation rate | 18.2% | 42.4%-24.2pp | 69.0%-50.8pp | 57.2%-39.0pp |
| Annual return | 16.19% | 24.79%-8.6pp | 61.39%-45.2pp | 31.67%-15.5pp |
| Employer contribution / active EE | $444 | $1,160-61.7% | $2,504-82.3% | $2,019-78.0% |
| Participant deferral / active EE | $956 | $2,185-56.2% | $4,559-79.0% | $3,358-71.5% |
| Admin fee / account holder | $696 | $3,295-78.9% | $8,342-91.7% | $3,203-78.3% |