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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 | $23,574 | $64,920-63.7% | $103,693-77.3% | $86,983-72.9% |
| Participation rate | 32.7% | 63.6%-30.9pp | 72.6%-40.0pp | 69.5%-36.8pp |
| Annual return | 18.56% | 30.29%-11.7pp | 47.61%-29.1pp | 25.83%-7.3pp |
| Employer contribution / active EE | $313 | $2,141-85.4% | $2,920-89.3% | $2,584-87.9% |
| Participant deferral / active EE | $1,044 | $3,241-67.8% | $4,579-77.2% | $4,194-75.1% |
| Admin fee / account holder | $739 | $6,191-88.1% | $7,858-90.6% | $7,856-90.6% |