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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 | $35,315 | $54,117-34.7% | $135,768-74.0% | $65,306-45.9% |
| Participation rate | 43.1% | 48.7%-5.5pp | 71.1%-27.9pp | 57.7%-14.5pp |
| Annual return | 17.21% | 21.76%-4.6pp | 526.10%-508.9pp | 21.94%-4.7pp |
| Employer contribution / active EE | $988 | $1,029-4.0% | $3,394-70.9% | $1,967-49.8% |
| Participant deferral / active EE | $2,248 | $2,395-6.1% | $3,977-43.5% | $2,959-24.0% |
| Admin fee / account holder | $2,977 | $4,541-34.4% | $7,048-57.8% | $3,480-14.4% |