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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 | $24,338 | $107,809-77.4% | $97,032-74.9% | $155,188-84.3% |
| Participation rate | 30.0% | 75.5%-45.5pp | 71.6%-41.6pp | 80.8%-50.8pp |
| Annual return | 14.39% | 38.06%-23.7pp | 35.38%-21.0pp | 148.84%-134.4pp |
| Employer contribution / active EE | $753 | $2,911-74.1% | $2,629-71.4% | $4,248-82.3% |
| Participant deferral / active EE | $972 | $5,129-81.1% | $4,672-79.2% | $6,531-85.1% |
| Admin fee / account holder | $2,596 | $10,717-75.8% | $9,418-72.4% | $14,480-82.1% |