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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 | $30,220 | $53,837-43.9% | $75,717-60.1% | $85,856-64.8% |
| Participation rate | 32.6% | 69.1%-36.5pp | 74.8%-42.2pp | 69.3%-36.7pp |
| Annual return | 15.67% | 24.54%-8.9pp | 104.58%-88.9pp | 318.58%-302.9pp |
| Employer contribution / active EE | $888 | $2,017-56.0% | $2,743-67.6% | $2,565-65.4% |
| Participant deferral / active EE | $1,388 | $2,895-52.0% | $3,821-63.7% | $3,952-64.9% |
| Admin fee / account holder | $1,484 | $3,341-55.6% | $3,619-59.0% | $6,261-76.3% |