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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 | $34,344 | $117,895-70.9% | $102,460-66.5% | $145,897-76.5% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 9.12% | 31.92%-22.8pp | 29.47%-20.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $993 | $3,619-72.6% | $3,025-67.2% | $4,663-78.7% |
| Participant deferral / active EE | $2,586 | $5,736-54.9% | $5,056-48.9% | $6,689-61.3% |
| Admin fee / account holder | $3,055 | $13,353-77.1% | $9,460-67.7% | $13,390-77.2% |