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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 | $33,828 | $71,230-52.5% | $93,727-63.9% | $80,959-58.2% |
| Participation rate | 24.6% | 60.4%-35.8pp | 68.7%-44.1pp | 67.7%-43.0pp |
| Annual return | 12.43% | 11.26%+1.2pp | 133.83%-121.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $886 | $1,565-43.4% | $2,421-63.4% | $2,757-67.9% |
| Participant deferral / active EE | $1,551 | $4,037-61.6% | $4,417-64.9% | $4,300-63.9% |
| Admin fee / account holder | $6,129 | $6,961-12.0% | $8,292-26.1% | $6,925-11.5% |