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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 | $29,841 | $61,166-51.2% | $185,837-83.9% | $79,393-62.4% |
| Participation rate | 38.1% | 66.6%-28.5pp | 81.7%-43.6pp | 70.7%-32.6pp |
| Annual return | 12.44% | 19.45%-7.0pp | 122.08%-109.6pp | 116.87%-104.4pp |
| Employer contribution / active EE | $611 | $2,321-73.7% | $5,168-88.2% | $2,428-74.8% |
| Participant deferral / active EE | $1,887 | $2,789-32.3% | $5,568-66.1% | $4,046-53.4% |
| Admin fee / account holder | $2,360 | $710+232.5% | $16,241-85.5% | $627+276.7% |