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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 | $35,766 | $68,878-48.1% | $120,574-70.3% | $80,935-55.8% |
| Participation rate | 31.1% | 61.7%-30.5pp | 71.9%-40.8pp | 67.7%-36.5pp |
| Annual return | 16.32% | 23.67%-7.3pp | 107.42%-91.1pp | 35.66%-19.3pp |
| Employer contribution / active EE | $774 | $2,065-62.5% | $3,471-77.7% | $2,757-71.9% |
| Participant deferral / active EE | $1,190 | $3,189-62.7% | $4,996-76.2% | $4,299-72.3% |
| Admin fee / account holder | $2,606 | $5,782-54.9% | $9,445-72.4% | $6,924-62.4% |