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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 | $22,371 | $81,331-72.5% | $155,534-85.6% | $80,935-72.4% |
| Participation rate | 40.4% | 66.3%-25.8pp | 78.2%-37.8pp | 67.7%-27.2pp |
| Annual return | 13.75% | 33.37%-19.6pp | 64.92%-51.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $943 | $3,105-69.6% | $4,675-79.8% | $2,757-65.8% |
| Participant deferral / active EE | $2,533 | $3,454-26.7% | $5,630-55.0% | $4,299-41.1% |
| Admin fee / account holder | $2,932 | $7,999-63.3% | $15,900-81.6% | $6,924-57.7% |