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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 | $38,026 | $87,106-56.3% | $105,607-64.0% | $80,935-53.0% |
| Participation rate | 54.8% | 70.4%-15.6pp | 75.3%-20.5pp | 67.7%-12.9pp |
| Annual return | 13.25% | 17.01%-3.8pp | 116.11%-102.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $780 | $2,396-67.5% | $3,167-75.4% | $2,757-71.7% |
| Participant deferral / active EE | $1,809 | $3,986-54.6% | $5,011-63.9% | $4,299-57.9% |
| Admin fee / account holder | $1,194 | $8,447-85.9% | $10,958-89.1% | $6,924-82.8% |