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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 | $33,879 | $69,252-51.1% | $64,099-47.1% | $139,456-75.7% |
| Participation rate | 36.8% | 75.6%-38.8pp | 72.3%-35.5pp | 80.3%-43.5pp |
| Annual return | 22.78% | 45.89%-23.1pp | 33.70%-10.9pp | 373.45%-350.7pp |
| Employer contribution / active EE | $847 | $3,184-73.4% | $2,748-69.2% | $4,753-82.2% |
| Participant deferral / active EE | $2,762 | $4,683-41.0% | $3,881-28.8% | $6,711-58.9% |
| Admin fee / account holder | $1,893 | $4,248-55.4% | $3,070-38.3% | $11,407-83.4% |