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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 | $31,933 | $91,179-65.0% | $178,499-82.1% | $79,852-60.0% |
| Participation rate | 42.3% | 69.2%-26.9pp | 81.9%-39.6pp | 69.6%-27.3pp |
| Annual return | 17.37% | 24.19%-6.8pp | 151.10%-133.7pp | 31.72%-14.4pp |
| Employer contribution / active EE | $987 | $3,256-69.7% | $5,011-80.3% | $2,471-60.1% |
| Participant deferral / active EE | $3,943 | $3,236+21.9% | $5,202-24.2% | $3,740+5.4% |
| Admin fee / account holder | $3,437 | $6,749-49.1% | $13,986-75.4% | $5,306-35.2% |