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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 | $27,891 | $76,407-63.5% | $150,298-81.4% | $82,448-66.2% |
| Participation rate | 39.1% | 66.4%-27.3pp | 77.8%-38.6pp | 68.1%-28.9pp |
| Annual return | 18.49% | 39.99%-21.5pp | 62.79%-44.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $944 | $2,614-63.9% | $4,154-77.3% | $2,551-63.0% |
| Participant deferral / active EE | $1,478 | $3,214-54.0% | $5,453-72.9% | $4,139-64.3% |
| Admin fee / account holder | $2,209 | $6,352-65.2% | $14,116-84.3% | $7,234-69.5% |