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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 | $28,772 | $63,861-54.9% | $104,625-72.5% | $79,852-64.0% |
| Participation rate | 46.3% | 64.9%-18.7pp | 74.1%-27.8pp | 69.6%-23.4pp |
| Annual return | 17.37% | 21.30%-3.9pp | 340.60%-323.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $837 | $1,588-47.3% | $2,681-68.8% | $2,471-66.1% |
| Participant deferral / active EE | $1,069 | $2,693-60.3% | $3,738-71.4% | $3,740-71.4% |
| Admin fee / account holder | $1,785 | $4,185-57.3% | $6,465-72.4% | $5,306-66.4% |