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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 | $28,650 | $62,672-54.3% | $185,117-84.5% | $70,131-59.1% |
| Participation rate | 41.7% | 63.8%-22.1pp | 77.3%-35.6pp | 69.5%-27.9pp |
| Annual return | 37.43% | 40.79%-3.4pp | 40.50%-3.1pp | 73.14%-35.7pp |
| Employer contribution / active EE | $380 | $1,753-78.3% | $4,182-90.9% | $2,342-83.8% |
| Participant deferral / active EE | $2,462 | $3,272-24.7% | $5,045-51.2% | $3,332-26.1% |
| Admin fee / account holder | $853 | $3,932-78.3% | $8,159-89.6% | $4,645-81.6% |