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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 | $23,731 | $60,442-60.7% | $96,754-75.5% | $87,485-72.9% |
| Participation rate | 34.4% | 58.7%-24.3pp | 70.3%-35.9pp | 68.9%-34.6pp |
| Annual return | 16.69% | 21.97%-5.3pp | 82.04%-65.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $804 | $1,691-52.4% | $2,679-70.0% | $2,596-69.0% |
| Participant deferral / active EE | $2,249 | $3,280-31.4% | $4,758-52.7% | $4,274-47.4% |
| Admin fee / account holder | $4,377 | $5,069-13.7% | $8,905-50.8% | $7,775-43.7% |