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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 | $32,308 | $116,203-72.2% | $93,621-65.5% | $152,897-78.9% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.8%-31.4pp | 82.5%-38.0pp |
| Annual return | 26.52% | 35.96%-9.4pp | 32.76%-6.2pp | 345.43%-318.9pp |
| Employer contribution / active EE | $896 | $3,219-72.2% | $2,719-67.1% | $4,764-81.2% |
| Participant deferral / active EE | $2,742 | $4,605-40.4% | $4,070-32.6% | $5,851-53.1% |
| Admin fee / account holder | $1,088 | $10,751-89.9% | $7,890-86.2% | $11,599-90.6% |