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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 | $27,632 | $84,953-67.5% | $163,379-83.1% | $82,637-66.6% |
| Participation rate | 27.8% | 65.9%-38.2pp | 76.8%-49.0pp | 68.1%-40.3pp |
| Annual return | 36.40% | 23.07%+13.3pp | 63.41%-27.0pp | 53.51%-17.1pp |
| Employer contribution / active EE | $665 | $2,183-69.5% | $3,752-82.3% | $2,552-73.9% |
| Participant deferral / active EE | $1,689 | $4,326-61.0% | $6,282-73.1% | $4,126-59.1% |
| Admin fee / account holder | $2,092 | $7,921-73.6% | $9,818-78.7% | $7,339-71.5% |