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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 | $33,810 | $98,776-65.8% | $149,745-77.4% | $79,856-57.7% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.5%-40.2pp | 69.6%-27.3pp |
| Annual return | 20.14% | 27.38%-7.2pp | 276.72%-256.6pp | 31.71%-11.6pp |
| Employer contribution / active EE | $765 | $3,217-76.2% | $4,646-83.5% | $2,471-69.1% |
| Participant deferral / active EE | $2,587 | $5,681-54.5% | $6,843-62.2% | $3,741-30.9% |
| Admin fee / account holder | $2,310 | $6,053-61.8% | $9,312-75.2% | $5,306-56.5% |