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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 | $81,276-59.9% | $155,574-79.1% | $80,925-59.7% |
| Participation rate | 34.0% | 66.2%-32.3pp | 78.2%-44.3pp | 67.7%-33.7pp |
| Annual return | 11.71% | 33.36%-21.7pp | 64.87%-53.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $648 | $3,103-79.1% | $4,676-86.1% | $2,756-76.5% |
| Participant deferral / active EE | $1,493 | $3,453-56.8% | $5,629-73.5% | $4,299-65.3% |
| Admin fee / account holder | $2,583 | $7,993-67.7% | $15,914-83.8% | $6,940-62.8% |