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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 | $35,809 | $86,050-58.4% | $189,758-81.1% | $94,015-61.9% |
| Participation rate | 35.8% | 68.9%-33.1pp | 79.8%-43.9pp | 70.8%-35.0pp |
| Annual return | 13.93% | 17.77%-3.8pp | 52.62%-38.7pp | 17.84%-3.9pp |
| Employer contribution / active EE | $825 | $2,819-70.7% | $4,767-82.7% | $2,790-70.4% |
| Participant deferral / active EE | $1,516 | $3,349-54.7% | $5,856-74.1% | $4,249-64.3% |
| Admin fee / account holder | $1,570 | $6,627-76.3% | $20,388-92.3% | $8,951-82.5% |