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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 | $31,552 | $47,135-33.1% | $149,717-78.9% | $74,440-57.6% |
| Participation rate | 29.7% | 63.4%-33.7pp | 78.8%-49.0pp | 70.7%-41.0pp |
| Annual return | 19.24% | 22.75%-3.5pp | 134.41%-115.2pp | 34.37%-15.1pp |
| Employer contribution / active EE | $869 | $1,906-54.4% | $4,820-82.0% | $2,638-67.1% |
| Participant deferral / active EE | $1,670 | $2,728-38.8% | $5,682-70.6% | $4,529-63.1% |
| Admin fee / account holder | $2,541 | $343+641.2% | $13,213-80.8% | $348+630.4% |