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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 | $29,415 | $77,164-61.9% | $178,014-83.5% | $80,874-63.6% |
| Participation rate | 39.5% | 65.7%-26.2pp | 77.1%-37.6pp | 67.6%-28.1pp |
| Annual return | 13.96% | 18.09%-4.1pp | 294.80%-280.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $498 | $2,288-78.2% | $3,950-87.4% | $2,756-81.9% |
| Participant deferral / active EE | $1,468 | $4,408-66.7% | $6,276-76.6% | $4,297-65.8% |
| Admin fee / account holder | $590 | $7,164-91.8% | $10,362-94.3% | $6,935-91.5% |