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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 | $32,771 | $83,369-60.7% | $105,223-68.9% | $67,986-51.8% |
| Participation rate | 23.5% | 56.3%-32.8pp | 75.0%-51.5pp | 57.2%-33.7pp |
| Annual return | 18.77% | 24.64%-5.9pp | 180.65%-161.9pp | 31.67%-12.9pp |
| Employer contribution / active EE | $788 | $2,541-69.0% | $3,689-78.6% | $2,019-61.0% |
| Participant deferral / active EE | $1,612 | $3,295-51.1% | $5,072-68.2% | $3,358-52.0% |
| Admin fee / account holder | $1,739 | $4,073-57.3% | $8,859-80.4% | $3,203-45.7% |