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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 | $35,024 | $43,496-19.5% | $161,489-78.3% | $64,340-45.6% |
| Participation rate | 31.0% | 53.5%-22.5pp | 78.7%-47.7pp | 55.2%-24.2pp |
| Annual return | 15.25% | 20.76%-5.5pp | 89.72%-74.5pp | 24.14%-8.9pp |
| Employer contribution / active EE | $276 | $1,431-80.7% | $4,268-93.5% | $1,862-85.2% |
| Participant deferral / active EE | $1,225 | $1,996-38.6% | $5,630-78.2% | $2,980-58.9% |
| Admin fee / account holder | $4,023 | $2,330+72.7% | $16,006-74.9% | $3,703+8.7% |