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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 | $29,313 | $80,781-63.7% | $102,437-71.4% | $74,478-60.6% |
| Participation rate | 33.0% | 65.7%-32.7pp | 74.5%-41.5pp | 67.2%-34.2pp |
| Annual return | 18.45% | 27.58%-9.1pp | 24.95%-6.5pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $936 | $3,160-70.4% | $3,871-75.8% | $2,626-64.4% |
| Participant deferral / active EE | $1,716 | $3,862-55.6% | $5,060-66.1% | $4,350-60.6% |
| Admin fee / account holder | $2,734 | $2,372+15.2% | $8,388-67.4% | $1,946+40.5% |