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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 | $33,780 | $106,864-68.4% | $147,318-77.1% | $82,637-59.1% |
| Participation rate | 52.4% | 75.5%-23.1pp | 82.1%-29.7pp | 68.1%-15.7pp |
| Annual return | 14.33% | 27.49%-13.2pp | 70.43%-56.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $789 | $3,417-76.9% | $4,593-82.8% | $2,552-69.1% |
| Participant deferral / active EE | $2,611 | $6,496-59.8% | $7,906-67.0% | $4,126-36.7% |
| Admin fee / account holder | $1,609 | $8,415-80.9% | $13,708-88.3% | $7,339-78.1% |