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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 | $76,407-58.5% | $150,298-78.9% | $82,448-61.5% |
| Participation rate | 52.1% | 66.4%-14.3pp | 77.8%-25.7pp | 68.1%-16.0pp |
| Annual return | 21.97% | 39.99%-18.0pp | 62.79%-40.8pp | 41.64%-19.7pp |
| Employer contribution / active EE | $873 | $2,614-66.6% | $4,154-79.0% | $2,551-65.8% |
| Participant deferral / active EE | $1,424 | $3,214-55.7% | $5,453-73.9% | $4,139-65.6% |
| Admin fee / account holder | $1,404 | $6,352-77.9% | $14,116-90.1% | $7,234-80.6% |