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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 | $81,276-58.2% | $155,574-78.2% | $80,925-58.0% |
| Participation rate | 34.4% | 66.2%-31.9pp | 78.2%-43.8pp | 67.7%-33.3pp |
| Annual return | 22.23% | 33.36%-11.1pp | 64.87%-42.6pp | 35.65%-13.4pp |
| Employer contribution / active EE | $588 | $3,103-81.1% | $4,676-87.4% | $2,756-78.7% |
| Participant deferral / active EE | $2,283 | $3,453-33.9% | $5,629-59.5% | $4,299-46.9% |
| Admin fee / account holder | $2,997 | $7,993-62.5% | $15,914-81.2% | $6,940-56.8% |