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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 | $23,057 | $81,358-71.7% | $155,556-85.2% | $80,959-71.5% |
| Participation rate | 41.5% | 66.3%-24.8pp | 78.2%-36.8pp | 67.7%-26.2pp |
| Annual return | 11.66% | 33.39%-21.7pp | 64.84%-53.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $908 | $3,106-70.8% | $4,675-80.6% | $2,757-67.1% |
| Participant deferral / active EE | $2,243 | $3,455-35.1% | $5,631-60.2% | $4,300-47.8% |
| Admin fee / account holder | $691 | $7,994-91.3% | $15,885-95.6% | $6,925-90.0% |