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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 | $39,926 | $48,050-16.9% | $96,754-58.7% | $64,340-37.9% |
| Participation rate | 31.0% | 40.6%-9.6pp | 70.3%-39.3pp | 55.2%-24.3pp |
| Annual return | 17.39% | 23.41%-6.0pp | 82.04%-64.6pp | 24.14%-6.8pp |
| Employer contribution / active EE | $682 | $1,204-43.4% | $2,679-74.6% | $1,862-63.4% |
| Participant deferral / active EE | $2,072 | $2,191-5.4% | $4,758-56.4% | $2,980-30.5% |
| Admin fee / account holder | $4,964 | $3,741+32.7% | $8,905-44.3% | $3,703+34.1% |