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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 | $30,652 | $51,638-40.6% | $68,368-55.2% | $82,448-62.8% |
| Participation rate | 42.3% | 63.6%-21.3pp | 73.8%-31.4pp | 68.1%-25.8pp |
| Annual return | 13.61% | 37.53%-23.9pp | 292.57%-279.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $988 | $2,047-51.7% | $2,649-62.7% | $2,551-61.3% |
| Participant deferral / active EE | $1,523 | $2,914-47.7% | $4,123-63.1% | $4,139-63.2% |
| Admin fee / account holder | $764 | $4,643-83.5% | $5,150-85.2% | $7,234-89.4% |