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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 | $28,382 | $45,343-37.4% | $150,298-81.1% | $67,986-58.3% |
| Participation rate | 14.6% | 51.9%-37.2pp | 77.8%-63.1pp | 57.2%-42.6pp |
| Annual return | 22.38% | 33.28%-10.9pp | 62.79%-40.4pp | 31.67%-9.3pp |
| Employer contribution / active EE | $319 | $1,462-78.2% | $4,154-92.3% | $2,019-84.2% |
| Participant deferral / active EE | $756 | $2,055-63.2% | $5,453-86.1% | $3,358-77.5% |
| Admin fee / account holder | $5,504 | $2,250+144.6% | $14,116-61.0% | $3,203+71.8% |