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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 | $28,549 | $62,592-54.4% | $85,709-66.7% | $85,847-66.7% |
| Participation rate | 26.4% | 61.1%-34.7pp | 69.9%-43.4pp | 69.3%-42.9pp |
| Annual return | 16.67% | 23.77%-7.1pp | 21.49%-4.8pp | 318.61%-301.9pp |
| Employer contribution / active EE | $350 | $1,755-80.1% | $2,619-86.6% | $2,565-86.4% |
| Participant deferral / active EE | $1,057 | $2,802-62.3% | $3,924-73.1% | $3,952-73.2% |
| Admin fee / account holder | $2,188 | $4,643-52.9% | $6,876-68.2% | $6,261-65.1% |