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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 | $30,956 | $71,197-56.5% | $93,669-67.0% | $80,925-61.7% |
| Participation rate | 43.3% | 60.4%-17.1pp | 68.7%-25.4pp | 67.7%-24.3pp |
| Annual return | 13.75% | 11.27%+2.5pp | 133.59%-119.8pp | 35.65%-21.9pp |
| Employer contribution / active EE | $594 | $1,565-62.0% | $2,424-75.5% | $2,756-78.4% |
| Participant deferral / active EE | $1,333 | $4,036-67.0% | $4,416-69.8% | $4,299-69.0% |
| Admin fee / account holder | $4,444 | $6,959-36.1% | $8,291-46.4% | $6,940-36.0% |