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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 | $33,683 | $81,358-58.6% | $155,556-78.3% | $80,959-58.4% |
| Participation rate | 26.0% | 66.3%-40.3pp | 78.2%-52.2pp | 67.7%-41.7pp |
| Annual return | 10.91% | 33.39%-22.5pp | 64.84%-53.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $463 | $3,106-85.1% | $4,675-90.1% | $2,757-83.2% |
| Participant deferral / active EE | $1,330 | $3,455-61.5% | $5,631-76.4% | $4,300-69.1% |
| Admin fee / account holder | $1,637 | $7,994-79.5% | $15,885-89.7% | $6,925-76.4% |