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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 | $25,607 | $81,262-68.5% | $155,602-83.5% | $80,911-68.4% |
| Participation rate | 27.7% | 66.2%-38.6pp | 78.2%-50.5pp | 67.6%-40.0pp |
| Annual return | 17.83% | 33.34%-15.5pp | 64.81%-47.0pp | 35.63%-17.8pp |
| Employer contribution / active EE | $559 | $3,102-82.0% | $4,675-88.0% | $2,756-79.7% |
| Participant deferral / active EE | $2,008 | $3,451-41.8% | $5,629-64.3% | $4,297-53.3% |
| Admin fee / account holder | $1,962 | $7,992-75.4% | $15,923-87.7% | $6,935-71.7% |