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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 | $33,321 | $106,524-68.7% | $152,301-78.1% | $87,485-61.9% |
| Participation rate | 38.8% | 75.8%-36.9pp | 82.4%-43.6pp | 68.9%-30.1pp |
| Annual return | 23.81% | 26.89%-3.1pp | 80.50%-56.7pp | 26.06%-2.3pp |
| Employer contribution / active EE | $822 | $3,371-75.6% | $4,624-82.2% | $2,596-68.3% |
| Participant deferral / active EE | $2,608 | $6,525-60.0% | $8,004-67.4% | $4,274-39.0% |
| Admin fee / account holder | $1,430 | $8,287-82.7% | $14,398-90.1% | $7,775-81.6% |