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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 | $26,388 | $87,166-69.7% | $76,735-65.6% | $137,256-80.8% |
| Participation rate | 42.9% | 74.4%-31.5pp | 69.5%-26.6pp | 80.0%-37.1pp |
| Annual return | 15.93% | 26.50%-10.6pp | 29.77%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $515 | $2,904-82.3% | $2,454-79.0% | $4,156-87.6% |
| Participant deferral / active EE | $2,211 | $4,726-53.2% | $4,088-45.9% | $6,407-65.5% |
| Admin fee / account holder | $5,178 | $8,403-38.4% | $7,189-28.0% | $12,270-57.8% |