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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 | $78,690-59.6% | $161,489-80.3% | $87,485-63.7% |
| Participation rate | 34.5% | 67.5%-33.0pp | 78.7%-44.2pp | 68.9%-34.4pp |
| Annual return | 19.18% | 32.74%-13.6pp | 89.72%-70.5pp | 26.06%-6.9pp |
| Employer contribution / active EE | $616 | $2,588-76.2% | $4,268-85.6% | $2,596-76.3% |
| Participant deferral / active EE | $1,632 | $3,311-50.7% | $5,630-71.0% | $4,274-61.8% |
| Admin fee / account holder | $303 | $6,724-95.5% | $16,006-98.1% | $7,775-96.1% |