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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 | $35,118 | $62,672-44.0% | $185,117-81.0% | $70,126-49.9% |
| Participation rate | 34.9% | 63.8%-28.9pp | 77.3%-42.3pp | 69.5%-34.6pp |
| Annual return | 16.33% | 40.79%-24.5pp | 40.50%-24.2pp | 73.15%-56.8pp |
| Employer contribution / active EE | $459 | $1,753-73.8% | $4,182-89.0% | $2,343-80.4% |
| Participant deferral / active EE | $1,404 | $3,272-57.1% | $5,045-72.2% | $3,332-57.9% |
| Admin fee / account holder | $555 | $3,932-85.9% | $8,159-93.2% | $4,645-88.1% |