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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 | $33,520 | $49,976-32.9% | $66,674-49.7% | $82,637-59.4% |
| Participation rate | 52.5% | 63.1%-10.6pp | 73.7%-21.2pp | 68.1%-15.6pp |
| Annual return | 14.85% | 39.09%-24.2pp | 321.24%-306.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $775 | $1,988-61.0% | $2,620-70.4% | $2,552-69.6% |
| Participant deferral / active EE | $1,039 | $2,847-63.5% | $4,084-74.6% | $4,126-74.8% |
| Admin fee / account holder | $3,451 | $4,594-24.9% | $5,098-32.3% | $7,339-53.0% |