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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 | $20,936 | $48,364-56.7% | $71,796-70.8% | $62,881-66.7% |
| Participation rate | 29.3% | 60.6%-31.4pp | 69.1%-39.8pp | 69.3%-40.0pp |
| Annual return | 15.54% | 13.16%+2.4pp | 78.04%-62.5pp | 20.14%-4.6pp |
| Employer contribution / active EE | $611 | $1,042-41.4% | $1,924-68.3% | $2,281-73.2% |
| Participant deferral / active EE | $1,092 | $2,091-47.8% | $2,794-60.9% | $3,203-65.9% |
| Admin fee / account holder | $987 | $3,771-73.8% | $4,815-79.5% | $4,296-77.0% |