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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 | $32,560 | $65,364-50.2% | $92,909-65.0% | $72,975-55.4% |
| Participation rate | 38.6% | 68.3%-29.7pp | 76.0%-37.4pp | 69.5%-30.9pp |
| Annual return | 24.82% | 42.11%-17.3pp | 109.44%-84.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $632 | $2,594-75.6% | $3,653-82.7% | $2,440-74.1% |
| Participant deferral / active EE | $1,817 | $3,128-41.9% | $4,238-57.1% | $3,608-49.6% |
| Admin fee / account holder | $1,829 | $4,251-57.0% | $5,795-68.4% | $5,124-64.3% |