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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 | $29,558 | $76,407-61.3% | $150,298-80.3% | $82,448-64.1% |
| Participation rate | 37.7% | 66.4%-28.7pp | 77.8%-40.1pp | 68.1%-30.4pp |
| Annual return | 23.15% | 39.99%-16.8pp | 62.79%-39.6pp | 41.64%-18.5pp |
| Employer contribution / active EE | $703 | $2,614-73.1% | $4,154-83.1% | $2,551-72.4% |
| Participant deferral / active EE | $1,695 | $3,214-47.3% | $5,453-68.9% | $4,139-59.0% |
| Admin fee / account holder | $1,902 | $6,352-70.1% | $14,116-86.5% | $7,234-73.7% |