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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 | $34,000 | $35,183-3.4% | $73,550-53.8% | $70,126-51.5% |
| Participation rate | 42.6% | 42.9%-0.4pp | 54.9%-12.4pp | 69.5%-27.0pp |
| Annual return | 17.80% | 26.90%-9.1pp | -15.16%+33.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $158 | $709-77.8% | $1,219-87.1% | $2,343-93.3% |
| Participant deferral / active EE | $1,066 | $1,220-12.6% | $1,804-40.9% | $3,332-68.0% |
| Admin fee / account holder | $1,574 | $2,302-31.6% | $2,320-32.1% | $4,645-66.1% |