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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 | $30,790 | $45,343-32.1% | $150,298-79.5% | $67,986-54.7% |
| Participation rate | 32.8% | 51.9%-19.1pp | 77.8%-45.0pp | 57.2%-24.4pp |
| Annual return | 12.99% | 33.28%-20.3pp | 62.79%-49.8pp | 31.67%-18.7pp |
| Employer contribution / active EE | $720 | $1,462-50.7% | $4,154-82.7% | $2,019-64.3% |
| Participant deferral / active EE | $911 | $2,055-55.7% | $5,453-83.3% | $3,358-72.9% |
| Admin fee / account holder | $4,766 | $2,250+111.8% | $14,116-66.2% | $3,203+48.8% |