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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 | $33,459 | $105,284-68.2% | $150,734-77.8% | $94,015-64.4% |
| Participation rate | 46.2% | 71.7%-25.6pp | 78.4%-32.3pp | 70.8%-24.7pp |
| Annual return | 11.65% | 15.67%-4.0pp | 600.81%-589.2pp | 17.84%-6.2pp |
| Employer contribution / active EE | $929 | $3,599-74.2% | $4,918-81.1% | $2,790-66.7% |
| Participant deferral / active EE | $2,047 | $4,274-52.1% | $5,610-63.5% | $4,249-51.8% |
| Admin fee / account holder | $9,558 | $9,839-2.9% | $14,905-35.9% | $8,951+6.8% |