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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 | $36,603 | $77,814-53.0% | $158,223-76.9% | $86,983-57.9% |
| Participation rate | 31.9% | 68.4%-36.5pp | 79.2%-47.3pp | 69.5%-37.6pp |
| Annual return | 14.43% | 30.54%-16.1pp | 52.09%-37.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $291 | $2,592-88.8% | $4,109-92.9% | $2,584-88.7% |
| Participant deferral / active EE | $1,445 | $3,270-55.8% | $5,467-73.6% | $4,194-65.5% |
| Admin fee / account holder | $2,980 | $5,879-49.3% | $16,047-81.4% | $7,856-62.1% |