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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 | $28,114 | $76,407-63.2% | $150,298-81.3% | $82,448-65.9% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 17.53% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $312 | $2,614-88.1% | $4,154-92.5% | $2,551-87.8% |
| Participant deferral / active EE | $1,248 | $3,214-61.2% | $5,453-77.1% | $4,139-69.9% |
| Admin fee / account holder | $1,969 | $6,352-69.0% | $14,116-86.0% | $7,234-72.8% |