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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 | $34,211 | $81,262-57.9% | $155,602-78.0% | $80,911-57.7% |
| Participation rate | 47.3% | 66.2%-18.9pp | 78.2%-30.9pp | 67.6%-20.3pp |
| Annual return | 12.94% | 33.34%-20.4pp | 64.81%-51.9pp | 35.63%-22.7pp |
| Employer contribution / active EE | $724 | $3,102-76.7% | $4,675-84.5% | $2,756-73.7% |
| Participant deferral / active EE | $2,380 | $3,451-31.0% | $5,629-57.7% | $4,297-44.6% |
| Admin fee / account holder | $2,391 | $7,992-70.1% | $15,923-85.0% | $6,935-65.5% |