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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 | $23,194 | $76,407-69.6% | $150,298-84.6% | $82,448-71.9% |
| Participation rate | 31.0% | 66.4%-35.4pp | 77.8%-46.7pp | 68.1%-37.0pp |
| Annual return | 23.18% | 39.99%-16.8pp | 62.79%-39.6pp | 41.64%-18.5pp |
| Employer contribution / active EE | $782 | $2,614-70.1% | $4,154-81.2% | $2,551-69.3% |
| Participant deferral / active EE | $2,937 | $3,214-8.6% | $5,453-46.1% | $4,139-29.0% |
| Admin fee / account holder | $2,543 | $6,352-60.0% | $14,116-82.0% | $7,234-64.8% |