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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 | $31,505 | $91,552-65.6% | $133,956-76.5% | $79,860-60.5% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.6%-32.1pp |
| Annual return | 24.29% | 61.85%-37.6pp | 45.09%-20.8pp | 31.72%-7.4pp |
| Employer contribution / active EE | $890 | $2,384-62.7% | $3,919-77.3% | $2,471-64.0% |
| Participant deferral / active EE | $1,832 | $3,733-50.9% | $5,048-63.7% | $3,740-51.0% |
| Admin fee / account holder | $994 | $6,321-84.3% | $8,927-88.9% | $5,306-81.3% |