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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 | $30,457 | $72,027-57.7% | $185,861-83.6% | $79,856-61.9% |
| Participation rate | 38.8% | 65.8%-27.0pp | 78.0%-39.3pp | 69.6%-30.9pp |
| Annual return | 15.46% | 23.13%-7.7pp | 35.96%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $629 | $1,965-68.0% | $4,088-84.6% | $2,471-74.6% |
| Participant deferral / active EE | $1,532 | $3,780-59.5% | $5,634-72.8% | $3,741-59.0% |
| Admin fee / account holder | $1,955 | $4,513-56.7% | $9,503-79.4% | $5,306-63.2% |