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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 | $34,089 | $75,058-54.6% | $152,301-77.6% | $64,340-47.0% |
| Participation rate | 39.6% | 60.9%-21.3pp | 82.4%-42.8pp | 55.2%-15.6pp |
| Annual return | 16.84% | 29.93%-13.1pp | 80.50%-63.7pp | 24.14%-7.3pp |
| Employer contribution / active EE | $336 | $2,605-87.1% | $4,624-92.7% | $1,862-82.0% |
| Participant deferral / active EE | $4,045 | $5,041-19.7% | $8,004-49.5% | $2,980+35.7% |
| Admin fee / account holder | $3,746 | $4,050-7.5% | $14,398-74.0% | $3,703+1.2% |