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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 | $34,558 | $81,276-57.5% | $155,574-77.8% | $80,925-57.3% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.8pp | 67.7%-29.2pp |
| Annual return | 14.99% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $705 | $3,103-77.3% | $4,676-84.9% | $2,756-74.4% |
| Participant deferral / active EE | $1,877 | $3,453-45.6% | $5,629-66.7% | $4,299-56.3% |
| Admin fee / account holder | $709 | $7,993-91.1% | $15,914-95.5% | $6,940-89.8% |