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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 | $31,120 | $76,407-59.3% | $150,298-79.3% | $82,448-62.3% |
| Participation rate | 55.4% | 66.4%-11.0pp | 77.8%-22.4pp | 68.1%-12.7pp |
| Annual return | 16.72% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $806 | $2,614-69.2% | $4,154-80.6% | $2,551-68.4% |
| Participant deferral / active EE | $2,790 | $3,214-13.2% | $5,453-48.8% | $4,139-32.6% |
| Admin fee / account holder | $1,510 | $6,352-76.2% | $14,116-89.3% | $7,234-79.1% |