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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 | $25,891 | $61,391-57.8% | $149,723-82.7% | $71,529-63.8% |
| Participation rate | 30.2% | 62.5%-32.4pp | 78.8%-48.6pp | 67.9%-37.8pp |
| Annual return | 25.64% | 35.88%-10.2pp | 134.50%-108.9pp | 28.97%-3.3pp |
| Employer contribution / active EE | $979 | $2,384-58.9% | $4,821-79.7% | $2,590-62.2% |
| Participant deferral / active EE | $1,492 | $2,921-48.9% | $5,682-73.7% | $4,291-65.2% |
| Admin fee / account holder | $1,222 | $1,264-3.4% | $13,215-90.8% | $1,588-23.1% |