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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 | $23,716 | $81,358-70.8% | $155,556-84.8% | $80,959-70.7% |
| Participation rate | 34.9% | 66.3%-31.4pp | 78.2%-43.3pp | 67.7%-32.8pp |
| Annual return | 19.47% | 33.39%-13.9pp | 64.84%-45.4pp | 35.67%-16.2pp |
| Employer contribution / active EE | $402 | $3,106-87.1% | $4,675-91.4% | $2,757-85.4% |
| Participant deferral / active EE | $2,133 | $3,455-38.3% | $5,631-62.1% | $4,300-50.4% |
| Admin fee / account holder | $1,153 | $7,994-85.6% | $15,885-92.7% | $6,925-83.4% |