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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 | $31,339 | $49,255-36.4% | $70,494-55.5% | $79,856-60.8% |
| Participation rate | 41.9% | 69.2%-27.2pp | 75.1%-33.1pp | 69.6%-27.7pp |
| Annual return | 14.50% | 30.10%-15.6pp | 109.16%-94.7pp | 31.71%-17.2pp |
| Employer contribution / active EE | $671 | $2,100-68.1% | $2,738-75.5% | $2,471-72.9% |
| Participant deferral / active EE | $2,301 | $2,768-16.9% | $3,711-38.0% | $3,741-38.5% |
| Admin fee / account holder | $2,421 | $2,879-15.9% | $3,848-37.1% | $5,306-54.4% |