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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 | $21,537 | $71,230-69.8% | $93,727-77.0% | $80,959-73.4% |
| Participation rate | 29.6% | 60.4%-30.8pp | 68.7%-39.1pp | 67.7%-38.0pp |
| Annual return | 16.80% | 11.26%+5.5pp | 133.83%-117.0pp | 35.67%-18.9pp |
| Employer contribution / active EE | $1,048 | $1,565-33.0% | $2,421-56.7% | $2,757-62.0% |
| Participant deferral / active EE | $1,407 | $4,037-65.1% | $4,417-68.1% | $4,300-67.3% |
| Admin fee / account holder | $596 | $6,961-91.4% | $8,292-92.8% | $6,925-91.4% |