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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 | $42,311 | $81,358-48.0% | $155,556-72.8% | $80,959-47.7% |
| Participation rate | 2.9% | 66.3%-63.3pp | 78.2%-75.3pp | 67.7%-64.7pp |
| Annual return | 15.45% | 33.39%-17.9pp | 64.84%-49.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $629 | $3,106-79.8% | $4,675-86.6% | $2,757-77.2% |
| Participant deferral / active EE | $1,257 | $3,455-63.6% | $5,631-77.7% | $4,300-70.8% |
| Admin fee / account holder | $1,543 | $7,994-80.7% | $15,885-90.3% | $6,925-77.7% |