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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 | $33,534 | $81,276-58.7% | $155,574-78.4% | $80,925-58.6% |
| Participation rate | 45.7% | 66.2%-20.5pp | 78.2%-32.5pp | 67.7%-21.9pp |
| Annual return | 11.98% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $673 | $3,103-78.3% | $4,676-85.6% | $2,756-75.6% |
| Participant deferral / active EE | $1,289 | $3,453-62.7% | $5,629-77.1% | $4,299-70.0% |
| Admin fee / account holder | $838 | $7,993-89.5% | $15,914-94.7% | $6,940-87.9% |