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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 | $30,599 | $88,672-65.5% | $105,223-70.9% | $82,448-62.9% |
| Participation rate | 24.4% | 67.9%-43.5pp | 75.0%-50.6pp | 68.1%-43.6pp |
| Annual return | 42.77% | 30.86%+11.9pp | 180.65%-137.9pp | 41.64%+1.1pp |
| Employer contribution / active EE | $812 | $3,048-73.3% | $3,689-78.0% | $2,551-68.2% |
| Participant deferral / active EE | $2,212 | $4,036-45.2% | $5,072-56.4% | $4,139-46.6% |
| Admin fee / account holder | $3,228 | $7,146-54.8% | $8,859-63.6% | $7,234-55.4% |