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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 | $33,689 | $88,360-61.9% | $145,433-76.8% | $67,986-50.4% |
| Participation rate | 34.0% | 65.5%-31.5pp | 82.1%-48.1pp | 57.2%-23.2pp |
| Annual return | 17.85% | 63.15%-45.3pp | 66.58%-48.7pp | 31.67%-13.8pp |
| Employer contribution / active EE | $831 | $3,054-72.8% | $4,554-81.8% | $2,019-58.8% |
| Participant deferral / active EE | $1,757 | $5,932-70.4% | $7,897-77.8% | $3,358-47.7% |
| Admin fee / account holder | $479 | $3,313-85.5% | $13,129-96.3% | $3,203-85.0% |