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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 | $28,842 | $88,672-67.5% | $105,223-72.6% | $82,448-65.0% |
| Participation rate | 32.6% | 67.9%-35.4pp | 75.0%-42.5pp | 68.1%-35.5pp |
| Annual return | 13.65% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,241 | $3,048-59.3% | $3,689-66.3% | $2,551-51.3% |
| Participant deferral / active EE | $2,956 | $4,036-26.8% | $5,072-41.7% | $4,139-28.6% |
| Admin fee / account holder | $2,585 | $7,146-63.8% | $8,859-70.8% | $7,234-64.3% |