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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 | $28,892 | $77,920-62.9% | $149,723-80.7% | $75,177-61.6% |
| Participation rate | 41.9% | 65.6%-23.6pp | 78.8%-36.8pp | 67.2%-25.3pp |
| Annual return | 14.49% | 31.72%-17.2pp | 134.50%-120.0pp | 160.75%-146.3pp |
| Employer contribution / active EE | $464 | $3,138-85.2% | $4,821-90.4% | $2,671-82.6% |
| Participant deferral / active EE | $1,827 | $3,411-46.4% | $5,682-67.8% | $4,126-55.7% |
| Admin fee / account holder | $2,969 | $5,951-50.1% | $13,215-77.5% | $5,651-47.5% |