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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 | $81,358-61.4% | $155,556-79.8% | $80,959-61.2% |
| Participation rate | 24.4% | 66.3%-41.8pp | 78.2%-53.8pp | 67.7%-43.2pp |
| Annual return | 12.19% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $478 | $3,106-84.6% | $4,675-89.8% | $2,757-82.7% |
| Participant deferral / active EE | $939 | $3,455-72.8% | $5,631-83.3% | $4,300-78.2% |
| Admin fee / account holder | $2,100 | $7,994-73.7% | $15,885-86.8% | $6,925-69.7% |