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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 | $21,597 | $81,358-73.5% | $155,556-86.1% | $80,959-73.3% |
| Participation rate | 34.4% | 66.3%-31.8pp | 78.2%-43.8pp | 67.7%-33.2pp |
| Annual return | 15.02% | 33.39%-18.4pp | 64.84%-49.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $876 | $3,106-71.8% | $4,675-81.3% | $2,757-68.2% |
| Participant deferral / active EE | $1,886 | $3,455-45.4% | $5,631-66.5% | $4,300-56.1% |
| Admin fee / account holder | $812 | $7,994-89.8% | $15,885-94.9% | $6,925-88.3% |