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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 | $24,405 | $81,331-70.0% | $155,534-84.3% | $80,935-69.8% |
| Participation rate | 34.5% | 66.3%-31.8pp | 78.2%-43.7pp | 67.7%-33.2pp |
| Annual return | 12.85% | 33.37%-20.5pp | 64.92%-52.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $930 | $3,105-70.1% | $4,675-80.1% | $2,757-66.3% |
| Participant deferral / active EE | $1,570 | $3,454-54.6% | $5,630-72.1% | $4,299-63.5% |
| Admin fee / account holder | $1,657 | $7,999-79.3% | $15,900-89.6% | $6,924-76.1% |