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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 | $31,995 | $61,391-47.9% | $149,723-78.6% | $71,529-55.3% |
| Participation rate | 24.6% | 62.5%-37.9pp | 78.8%-54.2pp | 67.9%-43.3pp |
| Annual return | 22.74% | 35.88%-13.1pp | 134.50%-111.8pp | 28.97%-6.2pp |
| Employer contribution / active EE | $585 | $2,384-75.4% | $4,821-87.9% | $2,590-77.4% |
| Participant deferral / active EE | $1,087 | $2,921-62.8% | $5,682-80.9% | $4,291-74.7% |
| Admin fee / account holder | $348 | $1,264-72.5% | $13,215-97.4% | $1,588-78.1% |