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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 | $33,386 | $73,978-54.9% | $96,515-65.4% | $75,173-55.6% |
| Participation rate | 27.3% | 66.4%-39.2pp | 74.3%-47.1pp | 67.2%-39.9pp |
| Annual return | 22.88% | 26.72%-3.8pp | 35.73%-12.8pp | 160.72%-137.8pp |
| Employer contribution / active EE | $900 | $2,931-69.3% | $3,740-75.9% | $2,671-66.3% |
| Participant deferral / active EE | $1,557 | $3,660-57.5% | $4,880-68.1% | $4,126-62.3% |
| Admin fee / account holder | $2,867 | $5,219-45.1% | $6,735-57.4% | $5,651-49.3% |