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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 | $31,710 | $78,690-59.7% | $161,489-80.4% | $87,485-63.8% |
| Participation rate | 52.1% | 67.5%-15.4pp | 78.7%-26.6pp | 68.9%-16.8pp |
| Annual return | 21.97% | 32.74%-10.8pp | 89.72%-67.7pp | 26.06%-4.1pp |
| Employer contribution / active EE | $873 | $2,588-66.3% | $4,268-79.6% | $2,596-66.4% |
| Participant deferral / active EE | $1,424 | $3,311-57.0% | $5,630-74.7% | $4,274-66.7% |
| Admin fee / account holder | $1,404 | $6,724-79.1% | $16,006-91.2% | $7,775-81.9% |