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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 | $24,009 | $45,266-47.0% | $103,693-76.8% | $65,306-63.2% |
| Participation rate | 31.3% | 53.3%-22.0pp | 72.6%-41.4pp | 57.7%-26.4pp |
| Annual return | 14.64% | 25.10%-10.5pp | 47.61%-33.0pp | 21.94%-7.3pp |
| Employer contribution / active EE | $155 | $1,765-91.2% | $2,920-94.7% | $1,967-92.1% |
| Participant deferral / active EE | $1,429 | $2,099-31.9% | $4,579-68.8% | $2,959-51.7% |
| Admin fee / account holder | $1,952 | $3,221-39.4% | $7,858-75.2% | $3,480-43.9% |