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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 | $34,633 | $78,425-55.8% | $95,956-63.9% | $79,858-56.6% |
| Participation rate | 42.4% | 73.5%-31.1pp | 77.1%-34.7pp | 69.6%-27.2pp |
| Annual return | 15.42% | 19.37%-4.0pp | 91.63%-76.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,213 | $1,945-37.7% | $2,541-52.3% | $2,471-50.9% |
| Participant deferral / active EE | $2,270 | $3,440-34.0% | $4,167-45.5% | $3,740-39.3% |
| Admin fee / account holder | $627 | $5,622-88.9% | $6,797-90.8% | $5,306-88.2% |