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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 | $34,681 | $45,266-23.4% | $103,693-66.6% | $65,306-46.9% |
| Participation rate | 21.1% | 53.3%-32.2pp | 72.6%-51.5pp | 57.7%-36.6pp |
| Annual return | 15.16% | 25.10%-9.9pp | 47.61%-32.4pp | 21.94%-6.8pp |
| Employer contribution / active EE | $263 | $1,765-85.1% | $2,920-91.0% | $1,967-86.6% |
| Participant deferral / active EE | $1,048 | $2,099-50.1% | $4,579-77.1% | $2,959-64.6% |
| Admin fee / account holder | $1,729 | $3,221-46.3% | $7,858-78.0% | $3,480-50.3% |