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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 | $34,042 | $61,172-44.4% | $185,851-81.7% | $79,389-57.1% |
| Participation rate | 48.6% | 66.6%-18.0pp | 81.7%-33.1pp | 70.7%-22.1pp |
| Annual return | 23.36% | 19.45%+3.9pp | 122.11%-98.8pp | 116.89%-93.5pp |
| Employer contribution / active EE | $572 | $2,321-75.4% | $5,168-88.9% | $2,428-76.4% |
| Participant deferral / active EE | $2,029 | $2,788-27.2% | $5,569-63.6% | $4,046-49.8% |
| Admin fee / account holder | $2,923 | $710+311.8% | $16,245-82.0% | $626+366.7% |