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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 | $28,170 | $70,435-60.0% | $96,575-70.8% | $85,856-67.2% |
| Participation rate | 36.6% | 61.8%-25.2pp | 69.8%-33.2pp | 69.3%-32.7pp |
| Annual return | 16.62% | 18.59%-2.0pp | 37.79%-21.2pp | 318.58%-302.0pp |
| Employer contribution / active EE | $368 | $1,413-74.0% | $2,357-84.4% | $2,565-85.7% |
| Participant deferral / active EE | $1,488 | $2,894-48.6% | $3,849-61.3% | $3,952-62.3% |
| Admin fee / account holder | $1,161 | $4,997-76.8% | $6,182-81.2% | $6,261-81.5% |