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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 | $57,590-58.8% | $86,233-72.5% | $82,448-71.2% |
| Participation rate | 34.4% | 57.9%-23.5pp | 69.0%-34.6pp | 68.1%-33.7pp |
| Annual return | 16.69% | 22.41%-5.7pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $804 | $1,655-51.4% | $2,504-67.9% | $2,551-68.5% |
| Participant deferral / active EE | $2,249 | $3,080-27.0% | $4,559-50.7% | $4,139-45.7% |
| Admin fee / account holder | $4,377 | $4,730-7.5% | $8,342-47.5% | $7,234-39.5% |