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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 | $78,690-67.8% | $161,489-84.3% | $87,485-71.0% |
| Participation rate | 40.6% | 67.5%-26.8pp | 78.7%-38.1pp | 68.9%-28.3pp |
| Annual return | 18.17% | 32.74%-14.6pp | 89.72%-71.6pp | 26.06%-7.9pp |
| Employer contribution / active EE | $705 | $2,588-72.8% | $4,268-83.5% | $2,596-72.9% |
| Participant deferral / active EE | $2,361 | $3,311-28.7% | $5,630-58.1% | $4,274-44.8% |
| Admin fee / account holder | $1,936 | $6,724-71.2% | $16,006-87.9% | $7,775-75.1% |