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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 | $46,085 | $81,358-43.4% | $155,556-70.4% | $80,959-43.1% |
| Participation rate | 30.2% | 66.3%-36.0pp | 78.2%-48.0pp | 67.7%-37.4pp |
| Annual return | 13.14% | 33.39%-20.2pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $793 | $3,106-74.5% | $4,675-83.0% | $2,757-71.2% |
| Participant deferral / active EE | $2,009 | $3,455-41.9% | $5,631-64.3% | $4,300-53.3% |
| Admin fee / account holder | $872 | $7,994-89.1% | $15,885-94.5% | $6,925-87.4% |