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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 | $34,872 | $75,541-53.8% | $152,093-77.1% | $82,637-57.8% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 15.89% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $892 | $2,622-66.0% | $4,175-78.6% | $2,552-65.0% |
| Participant deferral / active EE | $3,095 | $3,206-3.5% | $5,451-43.2% | $4,126-25.0% |
| Admin fee / account holder | $1,357 | $6,405-78.8% | $14,497-90.6% | $7,339-81.5% |