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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 | $21,890 | $81,276-73.1% | $155,574-85.9% | $80,925-73.0% |
| Participation rate | 28.9% | 66.2%-37.3pp | 78.2%-49.3pp | 67.7%-38.7pp |
| Annual return | 22.45% | 33.36%-10.9pp | 64.87%-42.4pp | 35.65%-13.2pp |
| Employer contribution / active EE | $392 | $3,103-87.4% | $4,676-91.6% | $2,756-85.8% |
| Participant deferral / active EE | $1,404 | $3,453-59.3% | $5,629-75.1% | $4,299-67.3% |
| Admin fee / account holder | $3,736 | $7,993-53.3% | $15,914-76.5% | $6,940-46.2% |