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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 | $34,997 | $76,407-54.2% | $150,298-76.7% | $82,448-57.6% |
| Participation rate | 35.4% | 66.4%-31.0pp | 77.8%-42.3pp | 68.1%-32.7pp |
| Annual return | 14.59% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $776 | $2,614-70.3% | $4,154-81.3% | $2,551-69.6% |
| Participant deferral / active EE | $2,057 | $3,214-36.0% | $5,453-62.3% | $4,139-50.3% |
| Admin fee / account holder | $2,179 | $6,352-65.7% | $14,116-84.6% | $7,234-69.9% |