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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 | $33,541 | $54,757-38.7% | $90,300-62.9% | $72,983-54.0% |
| Participation rate | 26.1% | 65.1%-39.1pp | 73.3%-47.2pp | 69.5%-43.4pp |
| Annual return | 23.34% | 30.63%-7.3pp | 78.11%-54.8pp | 81.01%-57.7pp |
| Employer contribution / active EE | $475 | $2,092-77.3% | $2,854-83.4% | $2,440-80.5% |
| Participant deferral / active EE | $1,650 | $2,887-42.8% | $3,884-57.5% | $3,608-54.2% |
| Admin fee / account holder | $5,519 | $3,972+39.0% | $5,353+3.1% | $5,124+7.7% |