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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 | $26,350 | $70,435-62.6% | $96,575-72.7% | $85,856-69.3% |
| Participation rate | 56.3% | 61.8%-5.5pp | 69.8%-13.5pp | 69.3%-13.0pp |
| Annual return | 14.40% | 18.59%-4.2pp | 37.79%-23.4pp | 318.58%-304.2pp |
| Employer contribution / active EE | $514 | $1,413-63.6% | $2,357-78.2% | $2,565-79.9% |
| Participant deferral / active EE | $1,694 | $2,894-41.5% | $3,849-56.0% | $3,952-57.1% |
| Admin fee / account holder | $3,204 | $4,997-35.9% | $6,182-48.2% | $6,261-48.8% |