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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 | $28,252 | $63,354-55.4% | $94,105-70.0% | $82,637-65.8% |
| Participation rate | 34.4% | 63.8%-29.5pp | 71.9%-37.6pp | 68.1%-33.7pp |
| Annual return | 15.53% | 34.36%-18.8pp | 204.55%-189.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $471 | $1,760-73.2% | $2,504-81.2% | $2,552-81.6% |
| Participant deferral / active EE | $1,590 | $2,873-44.7% | $3,881-59.0% | $4,126-61.5% |
| Admin fee / account holder | $1,720 | $5,073-66.1% | $6,199-72.3% | $7,339-76.6% |