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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 | $30,661 | $43,496-29.5% | $161,489-81.0% | $64,340-52.3% |
| Participation rate | 38.3% | 53.5%-15.2pp | 78.7%-40.4pp | 55.2%-17.0pp |
| Annual return | 14.46% | 20.76%-6.3pp | 89.72%-75.3pp | 24.14%-9.7pp |
| Employer contribution / active EE | $746 | $1,431-47.9% | $4,268-82.5% | $1,862-60.0% |
| Participant deferral / active EE | $1,919 | $1,996-3.9% | $5,630-65.9% | $2,980-35.6% |
| Admin fee / account holder | $3,215 | $2,330+37.9% | $16,006-79.9% | $3,703-13.2% |