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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 | $32,605 | $61,391-46.9% | $149,723-78.2% | $71,529-54.4% |
| Participation rate | 45.1% | 62.5%-17.4pp | 78.8%-33.6pp | 67.9%-22.8pp |
| Annual return | 20.89% | 35.88%-15.0pp | 134.50%-113.6pp | 28.97%-8.1pp |
| Employer contribution / active EE | $710 | $2,384-70.2% | $4,821-85.3% | $2,590-72.6% |
| Participant deferral / active EE | $2,211 | $2,921-24.3% | $5,682-61.1% | $4,291-48.5% |
| Admin fee / account holder | $1,957 | $1,264+54.8% | $13,215-85.2% | $1,588+23.2% |