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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 | $28,022 | $45,312-38.2% | $86,233-67.5% | $67,986-58.8% |
| Participation rate | 20.5% | 42.4%-21.9pp | 69.0%-48.5pp | 57.2%-36.7pp |
| Annual return | 18.25% | 24.79%-6.5pp | 61.39%-43.1pp | 31.67%-13.4pp |
| Employer contribution / active EE | $337 | $1,160-71.0% | $2,504-86.6% | $2,019-83.3% |
| Participant deferral / active EE | $1,145 | $2,185-47.6% | $4,559-74.9% | $3,358-65.9% |
| Admin fee / account holder | $5,598 | $3,295+69.9% | $8,342-32.9% | $3,203+74.8% |