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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 | $33,231 | $78,690-57.8% | $161,489-79.4% | $87,485-62.0% |
| Participation rate | 20.6% | 67.5%-46.9pp | 78.7%-58.1pp | 68.9%-48.3pp |
| Annual return | 20.72% | 32.74%-12.0pp | 89.72%-69.0pp | 26.06%-5.3pp |
| Employer contribution / active EE | $790 | $2,588-69.5% | $4,268-81.5% | $2,596-69.6% |
| Participant deferral / active EE | $1,353 | $3,311-59.1% | $5,630-76.0% | $4,274-68.3% |
| Admin fee / account holder | $3,976 | $6,724-40.9% | $16,006-75.2% | $7,775-48.9% |