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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 | $26,387 | $81,358-67.6% | $155,556-83.0% | $80,959-67.4% |
| Participation rate | 37.9% | 66.3%-28.3pp | 78.2%-40.3pp | 67.7%-29.7pp |
| Annual return | 13.55% | 33.39%-19.8pp | 64.84%-51.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $963 | $3,106-69.0% | $4,675-79.4% | $2,757-65.1% |
| Participant deferral / active EE | $1,136 | $3,455-67.1% | $5,631-79.8% | $4,300-73.6% |
| Admin fee / account holder | $1,272 | $7,994-84.1% | $15,885-92.0% | $6,925-81.6% |