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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 | $34,538 | $76,407-54.8% | $150,298-77.0% | $82,448-58.1% |
| Participation rate | 54.8% | 66.4%-11.6pp | 77.8%-23.0pp | 68.1%-13.3pp |
| Annual return | 14.11% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $888 | $2,614-66.0% | $4,154-78.6% | $2,551-65.2% |
| Participant deferral / active EE | $2,926 | $3,214-9.0% | $5,453-46.3% | $4,139-29.3% |
| Admin fee / account holder | $1,729 | $6,352-72.8% | $14,116-87.8% | $7,234-76.1% |