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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 | $12,804 | $81,358-84.3% | $155,556-91.8% | $80,959-84.2% |
| Participation rate | 44.0% | 66.3%-22.3pp | 78.2%-34.2pp | 67.7%-23.7pp |
| Annual return | 22.13% | 33.39%-11.3pp | 64.84%-42.7pp | 35.67%-13.5pp |
| Employer contribution / active EE | $621 | $3,106-80.0% | $4,675-86.7% | $2,757-77.5% |
| Participant deferral / active EE | $3,584 | $3,455+3.7% | $5,631-36.3% | $4,300-16.6% |
| Admin fee / account holder | $307 | $7,994-96.2% | $15,885-98.1% | $6,925-95.6% |