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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 | $28,629 | $81,504-64.9% | $102,437-72.1% | $80,959-64.6% |
| Participation rate | 36.7% | 66.9%-30.2pp | 74.5%-37.8pp | 67.7%-31.0pp |
| Annual return | 11.39% | 25.60%-14.2pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $942 | $3,104-69.6% | $3,871-75.7% | $2,757-65.8% |
| Participant deferral / active EE | $2,028 | $3,871-47.6% | $5,060-59.9% | $4,300-52.8% |
| Admin fee / account holder | $2,443 | $6,719-63.6% | $8,388-70.9% | $6,925-64.7% |