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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 | $34,719 | $77,908-55.4% | $149,696-76.8% | $75,173-53.8% |
| Participation rate | 55.6% | 65.6%-10.0pp | 78.8%-23.2pp | 67.2%-11.6pp |
| Annual return | 29.41% | 31.73%-2.3pp | 134.46%-105.1pp | 160.72%-131.3pp |
| Employer contribution / active EE | $1,429 | $3,138-54.5% | $4,821-70.4% | $2,671-46.5% |
| Participant deferral / active EE | $3,141 | $3,411-7.9% | $5,682-44.7% | $4,126-23.9% |
| Admin fee / account holder | $1,200 | $5,950-79.8% | $13,212-90.9% | $5,651-78.8% |