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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 | $77,962-62.3% | $178,540-83.5% | $80,935-63.7% |
| Participation rate | 39.5% | 65.7%-26.1pp | 77.1%-37.6pp | 67.7%-28.1pp |
| Annual return | 13.96% | 18.10%-4.1pp | 27.15%-13.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $498 | $2,280-78.2% | $3,953-87.4% | $2,757-81.9% |
| Participant deferral / active EE | $1,468 | $4,404-66.7% | $6,281-76.6% | $4,299-65.9% |
| Admin fee / account holder | $590 | $7,156-91.8% | $10,424-94.3% | $6,924-91.5% |