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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 | $30,358 | $81,358-62.7% | $155,556-80.5% | $80,959-62.5% |
| Participation rate | 10.4% | 66.3%-55.8pp | 78.2%-67.8pp | 67.7%-57.3pp |
| Annual return | 12.44% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $447 | $3,106-85.6% | $4,675-90.4% | $2,757-83.8% |
| Participant deferral / active EE | $1,475 | $3,455-57.3% | $5,631-73.8% | $4,300-65.7% |
| Admin fee / account holder | $2,621 | $7,994-67.2% | $15,885-83.5% | $6,925-62.2% |