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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 | $27,109 | $73,107-62.9% | $114,563-76.3% | $87,485-69.0% |
| Participation rate | 24.6% | 65.8%-41.2pp | 72.9%-48.3pp | 68.9%-44.3pp |
| Annual return | 19.73% | 19.47%+0.3pp | 241.09%-221.4pp | 26.06%-6.3pp |
| Employer contribution / active EE | $339 | $1,881-82.0% | $2,592-86.9% | $2,596-86.9% |
| Participant deferral / active EE | $1,311 | $3,144-58.3% | $4,142-68.3% | $4,274-69.3% |
| Admin fee / account holder | $1,397 | $5,770-75.8% | $7,623-81.7% | $7,775-82.0% |