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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 | $33,847 | $65,395-48.2% | $182,540-81.5% | $72,975-53.6% |
| Participation rate | 42.9% | 65.4%-22.6pp | 78.0%-35.1pp | 69.5%-26.6pp |
| Annual return | 24.46% | 27.68%-3.2pp | 148.58%-124.1pp | 81.01%-56.6pp |
| Employer contribution / active EE | $888 | $1,911-53.5% | $4,076-78.2% | $2,440-63.6% |
| Participant deferral / active EE | $2,383 | $3,563-33.1% | $5,525-56.9% | $3,608-33.9% |
| Admin fee / account holder | $1,903 | $4,245-55.2% | $8,593-77.9% | $5,124-62.9% |