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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 | $26,031 | $54,541-52.3% | $78,778-67.0% | $70,124-62.9% |
| Participation rate | 47.2% | 60.8%-13.6pp | 69.2%-22.0pp | 69.5%-22.3pp |
| Annual return | 15.26% | 21.07%-5.8pp | 35.62%-20.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $216 | $1,089-80.2% | $1,986-89.1% | $2,342-90.8% |
| Participant deferral / active EE | $1,129 | $2,210-48.9% | $2,958-61.8% | $3,332-66.1% |
| Admin fee / account holder | $971 | $3,709-73.8% | $5,134-81.1% | $4,645-79.1% |