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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 | $23,636 | $81,358-70.9% | $155,556-84.8% | $80,959-70.8% |
| Participation rate | 33.8% | 66.3%-32.4pp | 78.2%-44.4pp | 67.7%-33.8pp |
| Annual return | 16.24% | 33.39%-17.2pp | 64.84%-48.6pp | 35.67%-19.4pp |
| Employer contribution / active EE | $838 | $3,106-73.0% | $4,675-82.1% | $2,757-69.6% |
| Participant deferral / active EE | $2,293 | $3,455-33.6% | $5,631-59.3% | $4,300-46.7% |
| Admin fee / account holder | $317 | $7,994-96.0% | $15,885-98.0% | $6,925-95.4% |