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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 | $27,767 | $50,534-45.1% | $213,469-87.0% | $64,340-56.8% |
| Participation rate | 28.2% | 46.3%-18.1pp | 77.1%-49.0pp | 55.2%-27.1pp |
| Annual return | 18.17% | 38.98%-20.8pp | 20.58%-2.4pp | 24.14%-6.0pp |
| Employer contribution / active EE | $594 | $1,419-58.2% | $4,994-88.1% | $1,862-68.1% |
| Participant deferral / active EE | $1,296 | $2,901-55.3% | $6,841-81.1% | $2,980-56.5% |
| Admin fee / account holder | $1,781 | $4,263-58.2% | $27,141-93.4% | $3,703-51.9% |