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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 | $30,328 | $77,908-61.1% | $149,696-79.7% | $75,173-59.7% |
| Participation rate | 23.1% | 65.6%-42.5pp | 78.8%-55.7pp | 67.2%-44.1pp |
| Annual return | 19.78% | 31.73%-11.9pp | 134.46%-114.7pp | 160.72%-140.9pp |
| Employer contribution / active EE | $443 | $3,138-85.9% | $4,821-90.8% | $2,671-83.4% |
| Participant deferral / active EE | $1,245 | $3,411-63.5% | $5,682-78.1% | $4,126-69.8% |
| Admin fee / account holder | $321 | $5,950-94.6% | $13,212-97.6% | $5,651-94.3% |