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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 | $29,307 | $84,236-65.2% | $170,435-82.8% | $70,126-58.2% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 16.78% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $733 | $3,387-78.4% | $5,432-86.5% | $2,343-68.7% |
| Participant deferral / active EE | $1,400 | $3,086-54.6% | $4,939-71.6% | $3,332-58.0% |
| Admin fee / account holder | $784 | $5,698-86.2% | $13,881-94.4% | $4,645-83.1% |