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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 | $32,582 | $81,358-60.0% | $155,556-79.1% | $80,959-59.8% |
| Participation rate | 34.0% | 66.3%-32.3pp | 78.2%-44.3pp | 67.7%-33.7pp |
| Annual return | 11.71% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $648 | $3,106-79.1% | $4,675-86.1% | $2,757-76.5% |
| Participant deferral / active EE | $1,493 | $3,455-56.8% | $5,631-73.5% | $4,300-65.3% |
| Admin fee / account holder | $2,583 | $7,994-67.7% | $15,885-83.7% | $6,925-62.7% |