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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 | $31,396 | $81,233-61.4% | $155,567-79.8% | $80,874-61.2% |
| Participation rate | 24.4% | 66.2%-41.8pp | 78.2%-53.8pp | 67.6%-43.2pp |
| Annual return | 12.19% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $478 | $3,101-84.6% | $4,674-89.8% | $2,756-82.7% |
| Participant deferral / active EE | $939 | $3,452-72.8% | $5,628-83.3% | $4,297-78.1% |
| Admin fee / account holder | $2,100 | $7,998-73.7% | $15,916-86.8% | $6,935-69.7% |