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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 | $36,201 | $76,407-52.6% | $150,298-75.9% | $82,448-56.1% |
| Participation rate | 25.5% | 66.4%-40.9pp | 77.8%-52.2pp | 68.1%-42.5pp |
| Annual return | 18.36% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.3pp |
| Employer contribution / active EE | $827 | $2,614-68.4% | $4,154-80.1% | $2,551-67.6% |
| Participant deferral / active EE | $1,543 | $3,214-52.0% | $5,453-71.7% | $4,139-62.7% |
| Admin fee / account holder | $441 | $6,352-93.1% | $14,116-96.9% | $7,234-93.9% |