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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 | $24,115 | $56,894-57.6% | $84,753-71.5% | $62,881-61.7% |
| Participation rate | 30.0% | 68.5%-38.5pp | 76.6%-46.6pp | 69.3%-39.3pp |
| Annual return | 44.45% | 6.30%+38.1pp | 22.78%+21.7pp | 20.14%+24.3pp |
| Employer contribution / active EE | $970 | $2,400-59.6% | $3,574-72.9% | $2,281-57.5% |
| Participant deferral / active EE | $1,295 | $2,709-52.2% | $3,712-65.1% | $3,203-59.6% |
| Admin fee / account holder | $1,323 | $3,581-63.0% | $5,333-75.2% | $4,296-69.2% |