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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 | $35,613 | $75,541-52.9% | $152,093-76.6% | $82,637-56.9% |
| Participation rate | 20.0% | 66.5%-46.5pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 13.02% | 32.56%-19.5pp | 66.36%-53.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $395 | $2,622-84.9% | $4,175-90.5% | $2,552-84.5% |
| Participant deferral / active EE | $1,229 | $3,206-61.6% | $5,451-77.4% | $4,126-70.2% |
| Admin fee / account holder | $419 | $6,405-93.5% | $14,497-97.1% | $7,339-94.3% |