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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 | $24,741 | $52,279-52.7% | $89,414-72.3% | $79,852-69.0% |
| Participation rate | 32.3% | 57.5%-25.3pp | 68.0%-35.7pp | 69.6%-37.4pp |
| Annual return | 15.56% | 22.16%-6.6pp | 245.50%-229.9pp | 31.72%-16.2pp |
| Employer contribution / active EE | $705 | $1,572-55.2% | $2,586-72.7% | $2,471-71.5% |
| Participant deferral / active EE | $1,734 | $2,740-36.7% | $3,890-55.4% | $3,740-53.6% |
| Admin fee / account holder | $387 | $3,356-88.5% | $4,883-92.1% | $5,306-92.7% |