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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 | $25,420 | $68,880-63.1% | $120,580-78.9% | $80,959-68.6% |
| Participation rate | 30.2% | 61.7%-31.5pp | 72.0%-41.7pp | 67.7%-37.4pp |
| Annual return | 15.94% | 23.68%-7.7pp | 107.48%-91.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $746 | $2,066-63.9% | $3,469-78.5% | $2,757-72.9% |
| Participant deferral / active EE | $1,379 | $3,191-56.8% | $4,995-72.4% | $4,300-67.9% |
| Admin fee / account holder | $501 | $5,785-91.3% | $9,418-94.7% | $6,925-92.8% |