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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 | $35,670 | $71,197-49.9% | $93,669-61.9% | $80,925-55.9% |
| Participation rate | 51.2% | 60.4%-9.2pp | 68.7%-17.5pp | 67.7%-16.5pp |
| Annual return | 14.62% | 11.27%+3.3pp | 133.59%-119.0pp | 35.65%-21.0pp |
| Employer contribution / active EE | $600 | $1,565-61.7% | $2,424-75.3% | $2,756-78.2% |
| Participant deferral / active EE | $1,625 | $4,036-59.7% | $4,416-63.2% | $4,299-62.2% |
| Admin fee / account holder | $431 | $6,959-93.8% | $8,291-94.8% | $6,940-93.8% |