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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 | $29,737 | $60,442-50.8% | $96,754-69.3% | $87,485-66.0% |
| Participation rate | 35.9% | 58.7%-22.8pp | 70.3%-34.3pp | 68.9%-33.0pp |
| Annual return | 18.03% | 21.97%-3.9pp | 82.04%-64.0pp | 26.06%-8.0pp |
| Employer contribution / active EE | $899 | $1,691-46.8% | $2,679-66.4% | $2,596-65.4% |
| Participant deferral / active EE | $2,062 | $3,280-37.1% | $4,758-56.7% | $4,274-51.8% |
| Admin fee / account holder | $530 | $5,069-89.5% | $8,905-94.0% | $7,775-93.2% |