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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 | $25,987 | $76,407-66.0% | $150,298-82.7% | $82,448-68.5% |
| Participation rate | 35.7% | 66.4%-30.7pp | 77.8%-42.0pp | 68.1%-32.4pp |
| Annual return | 19.75% | 39.99%-20.2pp | 62.79%-43.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $824 | $2,614-68.5% | $4,154-80.2% | $2,551-67.7% |
| Participant deferral / active EE | $2,663 | $3,214-17.1% | $5,453-51.2% | $4,139-35.7% |
| Admin fee / account holder | $492 | $6,352-92.3% | $14,116-96.5% | $7,234-93.2% |