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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 | $29,490 | $77,920-62.2% | $149,723-80.3% | $75,177-60.8% |
| Participation rate | 27.5% | 65.6%-38.1pp | 78.8%-51.3pp | 67.2%-39.8pp |
| Annual return | 18.07% | 31.72%-13.7pp | 134.50%-116.4pp | 160.75%-142.7pp |
| Employer contribution / active EE | $635 | $3,138-79.8% | $4,821-86.8% | $2,671-76.2% |
| Participant deferral / active EE | $1,288 | $3,411-62.2% | $5,682-77.3% | $4,126-68.8% |
| Admin fee / account holder | $381 | $5,951-93.6% | $13,215-97.1% | $5,651-93.3% |