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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 | $33,114 | $100,003-66.9% | $146,685-77.4% | $85,856-61.4% |
| Participation rate | 56.4% | 73.1%-16.6pp | 80.1%-23.7pp | 69.3%-12.9pp |
| Annual return | 15.23% | 18.93%-3.7pp | 22.75%-7.5pp | 318.58%-303.3pp |
| Employer contribution / active EE | $717 | $2,559-72.0% | $4,137-82.7% | $2,565-72.0% |
| Participant deferral / active EE | $1,893 | $4,006-52.8% | $5,507-65.6% | $3,952-52.1% |
| Admin fee / account holder | $2,738 | $7,704-64.5% | $10,281-73.4% | $6,261-56.3% |