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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 | $25,364 | $76,407-66.8% | $150,298-83.1% | $82,448-69.2% |
| Participation rate | 40.6% | 66.4%-25.8pp | 77.8%-37.1pp | 68.1%-27.4pp |
| Annual return | 18.17% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $705 | $2,614-73.0% | $4,154-83.0% | $2,551-72.4% |
| Participant deferral / active EE | $2,361 | $3,214-26.5% | $5,453-56.7% | $4,139-43.0% |
| Admin fee / account holder | $1,936 | $6,352-69.5% | $14,116-86.3% | $7,234-73.2% |