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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 | $81,276-62.6% | $155,574-80.5% | $80,925-62.5% |
| Participation rate | 10.4% | 66.2%-55.8pp | 78.2%-67.8pp | 67.7%-57.2pp |
| Annual return | 12.44% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $447 | $3,103-85.6% | $4,676-90.4% | $2,756-83.8% |
| Participant deferral / active EE | $1,475 | $3,453-57.3% | $5,629-73.8% | $4,299-65.7% |
| Admin fee / account holder | $2,621 | $7,993-67.2% | $15,914-83.5% | $6,940-62.2% |