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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 | $28,375 | $45,343-37.4% | $150,298-81.1% | $67,986-58.3% |
| Participation rate | 45.7% | 51.9%-6.2pp | 77.8%-32.1pp | 57.2%-11.5pp |
| Annual return | 12.41% | 33.28%-20.9pp | 62.79%-50.4pp | 31.67%-19.3pp |
| Employer contribution / active EE | $627 | $1,462-57.1% | $4,154-84.9% | $2,019-68.9% |
| Participant deferral / active EE | $815 | $2,055-60.3% | $5,453-85.0% | $3,358-75.7% |
| Admin fee / account holder | $479 | $2,250-78.7% | $14,116-96.6% | $3,203-85.1% |