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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 | $42,945 | $55,902-23.2% | $76,030-43.5% | $80,959-47.0% |
| Participation rate | 27.7% | 62.1%-34.4pp | 69.1%-41.4pp | 67.7%-40.0pp |
| Annual return | 11.40% | 20.59%-9.2pp | 361.54%-350.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $516 | $1,867-72.3% | $2,688-80.8% | $2,757-81.3% |
| Participant deferral / active EE | $1,714 | $3,051-43.8% | $4,257-59.7% | $4,300-60.1% |
| Admin fee / account holder | $876 | $5,239-83.3% | $6,421-86.4% | $6,925-87.4% |