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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 | $41,684 | $46,534-10.4% | $64,097-35.0% | $75,177-44.6% |
| Participation rate | 29.7% | 65.9%-36.2pp | 72.3%-42.6pp | 67.2%-37.5pp |
| Annual return | 20.46% | 26.07%-5.6pp | 33.75%-13.3pp | 160.75%-140.3pp |
| Employer contribution / active EE | $679 | $1,976-65.6% | $2,750-75.3% | $2,671-74.6% |
| Participant deferral / active EE | $1,460 | $2,835-48.5% | $3,881-62.4% | $4,126-64.6% |
| Admin fee / account holder | $2,003 | $2,957-32.3% | $3,070-34.8% | $5,651-64.6% |