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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 | $31,132 | $81,358-61.7% | $155,556-80.0% | $80,959-61.5% |
| Participation rate | 28.6% | 66.3%-37.7pp | 78.2%-49.7pp | 67.7%-39.1pp |
| Annual return | 11.79% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $921 | $3,106-70.3% | $4,675-80.3% | $2,757-66.6% |
| Participant deferral / active EE | $3,371 | $3,455-2.4% | $5,631-40.1% | $4,300-21.6% |
| Admin fee / account holder | $3,720 | $7,994-53.5% | $15,885-76.6% | $6,925-46.3% |