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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 | $34,189 | $81,358-58.0% | $155,556-78.0% | $80,959-57.8% |
| Participation rate | 51.6% | 66.3%-14.7pp | 78.2%-26.6pp | 67.7%-16.1pp |
| Annual return | 10.97% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $863 | $3,106-72.2% | $4,675-81.5% | $2,757-68.7% |
| Participant deferral / active EE | $2,200 | $3,455-36.3% | $5,631-60.9% | $4,300-48.8% |
| Admin fee / account holder | $4,558 | $7,994-43.0% | $15,885-71.3% | $6,925-34.2% |