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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 | $33,037 | $52,279-36.8% | $89,400-63.0% | $79,858-58.6% |
| Participation rate | 36.4% | 57.5%-21.2pp | 68.0%-31.6pp | 69.6%-33.3pp |
| Annual return | 14.83% | 22.16%-7.3pp | 245.64%-230.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $234 | $1,572-85.1% | $2,586-90.9% | $2,471-90.5% |
| Participant deferral / active EE | $1,016 | $2,740-62.9% | $3,890-73.9% | $3,740-72.8% |
| Admin fee / account holder | $3,014 | $3,356-10.2% | $4,882-38.3% | $5,306-43.2% |