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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 | $39,154 | $96,731-59.5% | $123,973-68.4% | $86,983-55.0% |
| Participation rate | 29.0% | 70.0%-41.0pp | 76.7%-47.6pp | 69.5%-40.5pp |
| Annual return | 17.41% | 17.33%+0.1pp | 388.13%-370.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $909 | $3,297-72.4% | $4,126-78.0% | $2,584-64.8% |
| Participant deferral / active EE | $2,823 | $4,152-32.0% | $5,247-46.2% | $4,194-32.7% |
| Admin fee / account holder | $7,597 | $8,722-12.9% | $11,799-35.6% | $7,856-3.3% |