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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 | $32,396 | $62,592-48.2% | $85,693-62.2% | $85,856-62.3% |
| Participation rate | 40.7% | 61.1%-20.4pp | 69.9%-29.1pp | 69.3%-28.6pp |
| Annual return | 15.74% | 23.77%-8.0pp | 21.49%-5.7pp | 318.58%-302.8pp |
| Employer contribution / active EE | $693 | $1,755-60.5% | $2,618-73.5% | $2,565-73.0% |
| Participant deferral / active EE | $2,826 | $2,802+0.8% | $3,923-28.0% | $3,952-28.5% |
| Admin fee / account holder | $2,192 | $4,643-52.8% | $6,874-68.1% | $6,261-65.0% |