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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 | $30,458 | $78,707-61.3% | $117,861-74.2% | $70,126-56.6% |
| Participation rate | 38.5% | 73.2%-34.7pp | 79.7%-41.2pp | 69.5%-31.1pp |
| Annual return | 18.18% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $947 | $2,223-57.4% | $3,786-75.0% | $2,343-59.6% |
| Participant deferral / active EE | $2,167 | $3,297-34.3% | $4,482-51.7% | $3,332-35.0% |
| Admin fee / account holder | $3,062 | $5,066-39.6% | $8,021-61.8% | $4,645-34.1% |