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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 | $58,383 | $45,343+28.8% | $150,298-61.2% | $67,986-14.1% |
| Participation rate | 29.9% | 51.9%-22.0pp | 77.8%-47.9pp | 57.2%-27.3pp |
| Annual return | 20.69% | 33.28%-12.6pp | 62.79%-42.1pp | 31.67%-11.0pp |
| Employer contribution / active EE | $621 | $1,462-57.5% | $4,154-85.1% | $2,019-69.2% |
| Participant deferral / active EE | $1,328 | $2,055-35.4% | $5,453-75.6% | $3,358-60.5% |
| Admin fee / account holder | $580 | $2,250-74.2% | $14,116-95.9% | $3,203-81.9% |