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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 | $29,140 | $108,212-73.1% | $77,513-62.4% | $158,966-81.7% |
| Participation rate | 21.1% | 64.4%-43.4pp | 54.2%-33.1pp | 82.0%-60.9pp |
| Annual return | 14.55% | 31.67%-17.1pp | 54.81%-40.3pp | 302.95%-288.4pp |
| Employer contribution / active EE | $314 | $1,325-76.3% | $987-68.2% | $4,762-93.4% |
| Participant deferral / active EE | $2,163 | $2,455-11.9% | $1,861+16.2% | $5,983-63.8% |
| Admin fee / account holder | $5,605 | $3,709+51.1% | $2,859+96.0% | $11,250-50.2% |