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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 | $37,607 | $81,358-53.8% | $155,556-75.8% | $80,959-53.5% |
| Participation rate | 23.1% | 66.3%-43.2pp | 78.2%-55.1pp | 67.7%-44.6pp |
| Annual return | 13.19% | 33.39%-20.2pp | 64.84%-51.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $770 | $3,106-75.2% | $4,675-83.5% | $2,757-72.1% |
| Participant deferral / active EE | $1,872 | $3,455-45.8% | $5,631-66.7% | $4,300-56.5% |
| Admin fee / account holder | $834 | $7,994-89.6% | $15,885-94.7% | $6,925-88.0% |