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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 | $26,956 | $88,996-69.7% | $78,004-65.4% | $138,895-80.6% |
| Participation rate | 38.5% | 74.4%-35.9pp | 69.4%-31.0pp | 79.9%-41.5pp |
| Annual return | 14.66% | 28.03%-13.4pp | 31.07%-16.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $909 | $2,917-68.8% | $2,469-63.2% | $4,194-78.3% |
| Participant deferral / active EE | $2,901 | $4,724-38.6% | $4,092-29.1% | $6,396-54.6% |
| Admin fee / account holder | $2,491 | $8,807-71.7% | $7,578-67.1% | $12,562-80.2% |