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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 | $75,541-57.9% | $152,093-79.1% | $82,637-61.5% |
| Participation rate | 34.5% | 66.5%-32.1pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 19.18% | 32.56%-13.4pp | 66.36%-47.2pp | 53.51%-34.3pp |
| Employer contribution / active EE | $616 | $2,622-76.5% | $4,175-85.2% | $2,552-75.8% |
| Participant deferral / active EE | $1,632 | $3,206-49.1% | $5,451-70.1% | $4,126-60.4% |
| Admin fee / account holder | $303 | $6,405-95.3% | $14,497-97.9% | $7,339-95.9% |