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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 | $33,068 | $81,358-59.4% | $155,556-78.7% | $80,959-59.2% |
| Participation rate | 32.5% | 66.3%-33.8pp | 78.2%-45.7pp | 67.7%-35.2pp |
| Annual return | 11.80% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $735 | $3,106-76.3% | $4,675-84.3% | $2,757-73.3% |
| Participant deferral / active EE | $1,805 | $3,455-47.8% | $5,631-67.9% | $4,300-58.0% |
| Admin fee / account holder | $2,668 | $7,994-66.6% | $15,885-83.2% | $6,925-61.5% |