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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 | $27,545 | $76,407-63.9% | $150,298-81.7% | $82,448-66.6% |
| Participation rate | 25.8% | 66.4%-40.6pp | 77.8%-52.0pp | 68.1%-42.3pp |
| Annual return | 15.11% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $400 | $2,614-84.7% | $4,154-90.4% | $2,551-84.3% |
| Participant deferral / active EE | $1,302 | $3,214-59.5% | $5,453-76.1% | $4,139-68.6% |
| Admin fee / account holder | $393 | $6,352-93.8% | $14,116-97.2% | $7,234-94.6% |