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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 | $32,649 | $76,407-57.3% | $150,298-78.3% | $82,448-60.4% |
| Participation rate | 25.9% | 66.4%-40.5pp | 77.8%-51.8pp | 68.1%-42.1pp |
| Annual return | 17.19% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $508 | $2,614-80.6% | $4,154-87.8% | $2,551-80.1% |
| Participant deferral / active EE | $1,698 | $3,214-47.2% | $5,453-68.9% | $4,139-59.0% |
| Admin fee / account holder | $1,776 | $6,352-72.0% | $14,116-87.4% | $7,234-75.4% |