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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 | $34,206 | $103,393-66.9% | $87,103-60.7% | $152,909-77.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 23.03% | 28.10%-5.1pp | 28.19%-5.2pp | 345.46%-322.4pp |
| Employer contribution / active EE | $861 | $3,221-73.3% | $2,521-65.8% | $4,764-81.9% |
| Participant deferral / active EE | $2,012 | $4,778-57.9% | $4,049-50.3% | $5,851-65.6% |
| Admin fee / account holder | $979 | $12,195-92.0% | $7,491-86.9% | $11,601-91.6% |