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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 | $33,958 | $81,331-58.2% | $155,534-78.2% | $80,935-58.0% |
| Participation rate | 34.4% | 66.3%-31.9pp | 78.2%-43.8pp | 67.7%-33.3pp |
| Annual return | 22.23% | 33.37%-11.1pp | 64.92%-42.7pp | 35.66%-13.4pp |
| Employer contribution / active EE | $588 | $3,105-81.1% | $4,675-87.4% | $2,757-78.7% |
| Participant deferral / active EE | $2,283 | $3,454-33.9% | $5,630-59.5% | $4,299-46.9% |
| Admin fee / account holder | $2,997 | $7,999-62.5% | $15,900-81.1% | $6,924-56.7% |