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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 | $34,617 | $51,638-33.0% | $68,368-49.4% | $82,448-58.0% |
| Participation rate | 39.4% | 63.6%-24.2pp | 73.8%-34.3pp | 68.1%-28.6pp |
| Annual return | 18.05% | 37.53%-19.5pp | 292.57%-274.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $561 | $2,047-72.6% | $2,649-78.8% | $2,551-78.0% |
| Participant deferral / active EE | $2,079 | $2,914-28.6% | $4,123-49.6% | $4,139-49.8% |
| Admin fee / account holder | $2,397 | $4,643-48.4% | $5,150-53.5% | $7,234-66.9% |