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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 | $28,038 | $76,407-63.3% | $150,298-81.3% | $82,448-66.0% |
| Participation rate | 30.5% | 66.4%-35.9pp | 77.8%-47.2pp | 68.1%-37.5pp |
| Annual return | 24.22% | 39.99%-15.8pp | 62.79%-38.6pp | 41.64%-17.4pp |
| Employer contribution / active EE | $508 | $2,614-80.6% | $4,154-87.8% | $2,551-80.1% |
| Participant deferral / active EE | $1,741 | $3,214-45.8% | $5,453-68.1% | $4,139-57.9% |
| Admin fee / account holder | $1,477 | $6,352-76.7% | $14,116-89.5% | $7,234-79.6% |