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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 | $27,800 | $63,861-56.5% | $104,639-73.4% | $79,856-65.2% |
| Participation rate | 42.5% | 64.9%-22.4pp | 74.1%-31.6pp | 69.6%-27.1pp |
| Annual return | 12.70% | 21.30%-8.6pp | 340.67%-328.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $664 | $1,588-58.2% | $2,682-75.3% | $2,471-73.1% |
| Participant deferral / active EE | $1,235 | $2,693-54.2% | $3,738-67.0% | $3,741-67.0% |
| Admin fee / account holder | $330 | $4,185-92.1% | $6,465-94.9% | $5,306-93.8% |