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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 | $34,501 | $76,407-54.8% | $150,298-77.0% | $82,448-58.2% |
| Participation rate | 31.4% | 66.4%-35.0pp | 77.8%-46.4pp | 68.1%-36.7pp |
| Annual return | 18.11% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $374 | $2,614-85.7% | $4,154-91.0% | $2,551-85.3% |
| Participant deferral / active EE | $943 | $3,214-70.7% | $5,453-82.7% | $4,139-77.2% |
| Admin fee / account holder | $3,423 | $6,352-46.1% | $14,116-75.8% | $7,234-52.7% |