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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 | $34,680 | $81,262-57.3% | $155,602-77.7% | $80,911-57.1% |
| Participation rate | 41.2% | 66.2%-25.1pp | 78.2%-37.0pp | 67.6%-26.5pp |
| Annual return | 12.07% | 33.34%-21.3pp | 64.81%-52.7pp | 35.63%-23.6pp |
| Employer contribution / active EE | $565 | $3,102-81.8% | $4,675-87.9% | $2,756-79.5% |
| Participant deferral / active EE | $2,087 | $3,451-39.5% | $5,629-62.9% | $4,297-51.4% |
| Admin fee / account holder | $5,707 | $7,992-28.6% | $15,923-64.2% | $6,935-17.7% |