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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 | $31,456 | $75,541-58.4% | $152,093-79.3% | $82,637-61.9% |
| Participation rate | 18.8% | 66.5%-47.8pp | 77.8%-59.0pp | 68.1%-49.3pp |
| Annual return | 16.53% | 32.56%-16.0pp | 66.36%-49.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $375 | $2,622-85.7% | $4,175-91.0% | $2,552-85.3% |
| Participant deferral / active EE | $1,398 | $3,206-56.4% | $5,451-74.4% | $4,126-66.1% |
| Admin fee / account holder | $3,302 | $6,405-48.4% | $14,497-77.2% | $7,339-55.0% |