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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 | $33,005 | $81,358-59.4% | $155,556-78.8% | $80,959-59.2% |
| Participation rate | 36.1% | 66.3%-30.1pp | 78.2%-42.1pp | 67.7%-31.5pp |
| Annual return | 13.96% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $392 | $3,106-87.4% | $4,675-91.6% | $2,757-85.8% |
| Participant deferral / active EE | $1,686 | $3,455-51.2% | $5,631-70.1% | $4,300-60.8% |
| Admin fee / account holder | $3,126 | $7,994-60.9% | $15,885-80.3% | $6,925-54.9% |