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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 | $34,766 | $65,361-46.8% | $92,903-62.6% | $72,983-52.4% |
| Participation rate | 44.0% | 68.3%-24.3pp | 76.0%-32.0pp | 69.5%-25.5pp |
| Annual return | 24.99% | 42.11%-17.1pp | 109.43%-84.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $808 | $2,594-68.9% | $3,653-77.9% | $2,440-66.9% |
| Participant deferral / active EE | $1,901 | $3,128-39.2% | $4,238-55.1% | $3,608-47.3% |
| Admin fee / account holder | $1,980 | $4,251-53.4% | $5,795-65.8% | $5,124-61.4% |