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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 | $57,057-45.2% | $85,009-63.2% | $80,874-61.4% |
| Participation rate | 13.2% | 56.4%-43.2pp | 67.5%-54.3pp | 67.6%-54.5pp |
| Annual return | 21.24% | 21.66%-0.4pp | 66.47%-45.2pp | 35.62%-14.4pp |
| Employer contribution / active EE | $380 | $1,799-78.9% | $2,728-86.1% | $2,756-86.2% |
| Participant deferral / active EE | $1,135 | $3,112-63.5% | $4,522-74.9% | $4,297-73.6% |
| Admin fee / account holder | $640 | $4,986-87.2% | $6,153-89.6% | $6,935-90.8% |