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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 | $31,787 | $76,407-58.4% | $150,298-78.9% | $82,448-61.4% |
| Participation rate | 34.5% | 66.4%-31.9pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 19.18% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $616 | $2,614-76.4% | $4,154-85.2% | $2,551-75.8% |
| Participant deferral / active EE | $1,632 | $3,214-49.2% | $5,453-70.1% | $4,139-60.6% |
| Admin fee / account holder | $303 | $6,352-95.2% | $14,116-97.9% | $7,234-95.8% |