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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 | $34,769 | $64,920-46.4% | $103,693-66.5% | $86,983-60.0% |
| Participation rate | 17.9% | 63.6%-45.6pp | 72.6%-54.7pp | 69.5%-51.6pp |
| Annual return | 19.75% | 30.29%-10.5pp | 47.61%-27.9pp | 25.83%-6.1pp |
| Employer contribution / active EE | $595 | $2,141-72.2% | $2,920-79.6% | $2,584-77.0% |
| Participant deferral / active EE | $1,295 | $3,241-60.0% | $4,579-71.7% | $4,194-69.1% |
| Admin fee / account holder | $501 | $6,191-91.9% | $7,858-93.6% | $7,856-93.6% |