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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 | $32,629 | $81,358-59.9% | $155,556-79.0% | $80,959-59.7% |
| Participation rate | 18.9% | 66.3%-47.3pp | 78.2%-59.3pp | 67.7%-48.7pp |
| Annual return | 27.61% | 33.39%-5.8pp | 64.84%-37.2pp | 35.67%-8.1pp |
| Employer contribution / active EE | $873 | $3,106-71.9% | $4,675-81.3% | $2,757-68.3% |
| Participant deferral / active EE | $2,286 | $3,455-33.8% | $5,631-59.4% | $4,300-46.8% |
| Admin fee / account holder | $5,609 | $7,994-29.8% | $15,885-64.7% | $6,925-19.0% |