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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 | $43,049 | $65,027-33.8% | $90,970-52.7% | $79,852-46.1% |
| Participation rate | 26.8% | 61.6%-34.8pp | 69.0%-42.3pp | 69.6%-42.9pp |
| Annual return | 16.64% | 30.45%-13.8pp | 134.58%-117.9pp | 31.72%-15.1pp |
| Employer contribution / active EE | $613 | $1,247-50.9% | $2,122-71.1% | $2,471-75.2% |
| Participant deferral / active EE | $1,679 | $2,512-33.1% | $3,373-50.2% | $3,740-55.1% |
| Admin fee / account holder | $626 | $4,535-86.2% | $5,960-89.5% | $5,306-88.2% |