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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 | $31,249 | $57,140-45.3% | $85,240-63.3% | $80,959-61.4% |
| Participation rate | 13.2% | 56.4%-43.3pp | 67.5%-54.4pp | 67.7%-54.5pp |
| Annual return | 21.24% | 21.71%-0.5pp | 66.75%-45.5pp | 35.67%-14.4pp |
| Employer contribution / active EE | $380 | $1,802-78.9% | $2,735-86.1% | $2,757-86.2% |
| Participant deferral / active EE | $1,135 | $3,115-63.6% | $4,527-74.9% | $4,300-73.6% |
| Admin fee / account holder | $640 | $4,992-87.2% | $6,165-89.6% | $6,925-90.8% |