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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 | $43,436 | $81,358-46.6% | $155,556-72.1% | $80,959-46.3% |
| Participation rate | 28.8% | 66.3%-37.4pp | 78.2%-49.4pp | 67.7%-38.8pp |
| Annual return | 14.87% | 33.39%-18.5pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $592 | $3,106-80.9% | $4,675-87.3% | $2,757-78.5% |
| Participant deferral / active EE | $1,018 | $3,455-70.5% | $5,631-81.9% | $4,300-76.3% |
| Admin fee / account holder | $7,351 | $7,994-8.0% | $15,885-53.7% | $6,925+6.1% |