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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 | $24,042 | $76,407-68.5% | $150,298-84.0% | $82,448-70.8% |
| Participation rate | 31.0% | 66.4%-35.4pp | 77.8%-46.7pp | 68.1%-37.0pp |
| Annual return | 23.56% | 39.99%-16.4pp | 62.79%-39.2pp | 41.64%-18.1pp |
| Employer contribution / active EE | $761 | $2,614-70.9% | $4,154-81.7% | $2,551-70.2% |
| Participant deferral / active EE | $1,251 | $3,214-61.1% | $5,453-77.1% | $4,139-69.8% |
| Admin fee / account holder | $657 | $6,352-89.7% | $14,116-95.3% | $7,234-90.9% |