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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 | $28,322 | $101,618-72.1% | $93,063-69.6% | $137,256-79.4% |
| Participation rate | 41.2% | 74.9%-33.8pp | 72.1%-30.9pp | 80.0%-38.8pp |
| Annual return | 12.03% | 223.95%-211.9pp | 34.15%-22.1pp | 220.34%-208.3pp |
| Employer contribution / active EE | $493 | $2,707-81.8% | $2,476-80.1% | $4,156-88.1% |
| Participant deferral / active EE | $816 | $4,279-80.9% | $3,958-79.4% | $6,407-87.3% |
| Admin fee / account holder | $1,916 | $6,198-69.1% | $6,033-68.3% | $12,270-84.4% |