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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 | $24,952 | $99,380-74.9% | $90,312-72.4% | $155,188-83.9% |
| Participation rate | 31.8% | 77.3%-45.5pp | 72.9%-41.1pp | 80.8%-49.0pp |
| Annual return | 14.92% | 19.35%-4.4pp | 18.90%-4.0pp | 148.84%-133.9pp |
| Employer contribution / active EE | $604 | $2,390-74.7% | $2,243-73.1% | $4,248-85.8% |
| Participant deferral / active EE | $1,756 | $4,212-58.3% | $3,749-53.1% | $6,531-73.1% |
| Admin fee / account holder | $375 | $9,766-96.2% | $8,248-95.5% | $14,480-97.4% |