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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 | $31,419 | $56,110-44.0% | $94,993-66.9% | $70,126-55.2% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.9%-16.7pp | 69.5%-12.4pp |
| Annual return | 19.65% | 51.02%-31.4pp | 27.14%-7.5pp | 73.15%-53.5pp |
| Employer contribution / active EE | $823 | $1,442-42.9% | $2,603-68.4% | $2,343-64.9% |
| Participant deferral / active EE | $1,941 | $2,391-18.8% | $3,317-41.5% | $3,332-41.7% |
| Admin fee / account holder | $2,270 | $3,456-34.3% | $4,960-54.2% | $4,645-51.1% |