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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 | $20,965 | $81,358-74.2% | $155,556-86.5% | $80,959-74.1% |
| Participation rate | 30.0% | 66.3%-36.3pp | 78.2%-48.2pp | 67.7%-37.7pp |
| Annual return | 18.58% | 33.39%-14.8pp | 64.84%-46.3pp | 35.67%-17.1pp |
| Employer contribution / active EE | $804 | $3,106-74.1% | $4,675-82.8% | $2,757-70.8% |
| Participant deferral / active EE | $1,535 | $3,455-55.6% | $5,631-72.7% | $4,300-64.3% |
| Admin fee / account holder | $1,075 | $7,994-86.6% | $15,885-93.2% | $6,925-84.5% |