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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 | $35,011 | $110,379-68.3% | $102,412-65.8% | $145,884-76.0% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 14.94% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $981 | $4,216-76.7% | $3,870-74.6% | $4,662-79.0% |
| Participant deferral / active EE | $2,186 | $5,622-61.1% | $5,060-56.8% | $6,690-67.3% |
| Admin fee / account holder | $2,168 | $9,745-77.8% | $8,388-74.2% | $13,392-83.8% |